Integrated Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.13M | Buy |
32,965
+650
| +2% | +$22.3K | 0.38% | 75 |
|
|
2016
Q4 | $1.07M | Sell |
32,315
-190
| -0.6% | -$6.29K | 0.4% | 72 |
|
|
2016
Q3 | $1.01M | Sell |
32,505
-320
| -1% | -$9.9K | 0.36% | 72 |
|
|
2016
Q2 | $981K | Sell |
32,825
-2,655
| -7% | -$79.3K | 0.38% | 62 |
|
|
2016
Q1 | $1.02M | Sell |
35,480
-270
| -0.8% | -$7.79K | 0.43% | 58 |
|
|
2015
Q4 | $996K | Buy |
35,750
+95
| +0.3% | +$2.65K | 0.43% | 58 |
|
|
2015
Q3 | $974K | Hold |
35,655
| – | – | 0.43% | 57 |
|
|
2015
Q2 | $1.07M | Buy |
35,655
+3,015
| +9% | +$90.5K | 0.42% | 58 |
|
|
2015
Q1 | $992K | Buy |
+32,640
| New | +$992K | 0.41% | 54 |
|