Kenfarb & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $138K | Sell |
2,760
-400
| -13% | -$19.9K | 0.13% | 113 |
|
|
2023
Q2 | $165K | Sell |
3,160
-1,415
| -31% | -$74K | 0.14% | 107 |
|
|
2023
Q1 | $229K | Hold |
4,575
| – | – | 0.2% | 98 |
|
|
2022
Q4 | $221K | Sell |
4,575
-125
| -3% | -$6.05K | 0.2% | 96 |
|
|
2022
Q3 | $206K | Hold |
4,700
| – | – | 0.2% | 93 |
|
|
2022
Q2 | $252K | Hold |
4,700
| – | – | 0.2% | 98 |
|
|
2022
Q1 | $252K | Hold |
4,700
| – | – | 0.2% | 98 |
|
|
2021
Q4 | $266K | Buy |
+4,700
| New | +$266K | 0.19% | 96 |
|