Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $5.47M | Sell |
147,700
-8,880
| -6% | -$329K | 0.88% | 16 |
|
|
2020
Q2 | $5.57M | Buy |
156,580
+3,560
| +2% | +$127K | 0.97% | 16 |
|
|
2020
Q1 | $4.4M | Buy |
153,020
+8,090
| +6% | +$233K | 0.9% | 17 |
|
|
2019
Q4 | $5.97M | Sell |
144,930
-5,390
| -4% | -$222K | 1.05% | 17 |
|
|
2019
Q3 | $5.81M | Sell |
150,320
-2,490
| -2% | -$96.2K | 1.07% | 18 |
|
|
2019
Q2 | $5.94M | Buy |
152,810
+10,680
| +8% | +$415K | 1.09% | 18 |
|
|
2019
Q1 | $5.38M | Buy |
+142,130
| New | +$5.38M | 1.04% | 19 |
|