KMS Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $3.08M | Sell |
112,700
-3,870
| -3% | -$106K | 0.43% | 55 |
|
|
2014
Q2 | $3.34M | Buy |
116,570
+30,335
| +35% | +$868K | 0.48% | 49 |
|
|
2014
Q1 | $2.37M | Sell |
86,235
-47,870
| -36% | -$1.32M | 0.37% | 59 |
|
|
2013
Q4 | $3.59M | Buy |
134,105
+54,360
| +68% | +$1.45M | 0.61% | 28 |
|
|
2013
Q3 | $1.98M | Buy |
79,745
+12,610
| +19% | +$313K | 0.48% | 44 |
|
|
2013
Q2 | $1.55M | Buy |
+67,135
| New | +$1.55M | 0.43% | 50 |
|