Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $878K | Sell |
29,390
-6,030
| -17% | -$180K | 0.17% | 163 |
|
|
2016
Q1 | $1.02M | Sell |
35,420
-1,275
| -3% | -$36.8K | 0.2% | 137 |
|
|
2015
Q4 | $1.02M | Sell |
36,695
-9,040
| -20% | -$252K | 0.2% | 146 |
|
|
2015
Q3 | $1.25M | Buy |
45,735
+9,935
| +28% | +$271K | 0.25% | 102 |
|
|
2015
Q2 | $1.07M | Buy |
35,800
+145
| +0.4% | +$4.35K | 0.2% | 145 |
|
|
2015
Q1 | $1.08M | Buy |
35,655
+1,925
| +6% | +$58.5K | 0.2% | 138 |
|
|
2014
Q4 | $976K | Buy |
33,730
+75
| +0.2% | +$2.17K | 0.19% | 154 |
|
|
2014
Q3 | $920K | Sell |
33,655
-640
| -2% | -$17.5K | 0.18% | 160 |
|
|
2014
Q2 | $981K | Buy |
34,295
+1,285
| +4% | +$36.8K | 0.16% | 202 |
|
|
2014
Q1 | $907K | Buy |
33,010
+195
| +0.6% | +$5.36K | 0.2% | 151 |
|
|
2013
Q4 | $878K | Buy |
32,815
+185
| +0.6% | +$4.95K | 0.2% | 142 |
|
|
2013
Q3 | $810K | Buy |
32,630
+975
| +3% | +$24.2K | 0.21% | 133 |
|
|
2013
Q2 | $731K | Buy |
+31,655
| New | +$731K | 0.22% | 127 |
|