Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.73M | Sell |
59,845
-4,446
| -7% | -$277K | 0.69% | 21 |
|
|
2024
Q2 | $3.76M | Buy |
64,291
+1,371
| +2% | +$80.2K | 0.75% | 17 |
|
|
2024
Q1 | $3.82M | Buy |
62,920
+1,930
| +3% | +$117K | 0.83% | 16 |
|
|
2023
Q4 | $3.38M | Sell |
60,990
-5,205
| -8% | -$289K | 0.79% | 17 |
|
|
2023
Q3 | $3.3M | Buy |
66,195
+2,635
| +4% | +$131K | 0.89% | 13 |
|
|
2023
Q2 | $3.32M | Sell |
63,560
-3,820
| -6% | -$200K | 0.89% | 13 |
|
|
2023
Q1 | $3.37M | Buy |
67,380
+11,865
| +21% | +$594K | 0.96% | 14 |
|
|
2022
Q4 | $2.69M | Buy |
55,515
+3,295
| +6% | +$159K | 0.8% | 18 |
|
|
2022
Q3 | $2.29M | Buy |
52,220
+11,290
| +28% | +$495K | 0.78% | 17 |
|
|
2022
Q2 | $1.85M | Buy |
40,930
+2,700
| +7% | +$122K | 0.61% | 16 |
|
|
2022
Q1 | $2.05M | Buy |
38,230
+11,355
| +42% | +$609K | 0.63% | 14 |
|
|
2021
Q4 | $1.52M | Buy |
26,875
+5,345
| +25% | +$303K | 0.45% | 19 |
|
|
2021
Q3 | $1.13M | Buy |
21,530
+4,010
| +23% | +$211K | 0.36% | 23 |
|
|
2021
Q2 | $942K | Buy |
17,520
+6,960
| +66% | +$374K | 0.34% | 28 |
|
|
2021
Q1 | $550K | Buy |
10,560
+5,510
| +109% | +$287K | 0.22% | 43 |
|
|
2020
Q4 | $247K | Buy |
+5,050
| New | +$247K | 0.11% | 74 |
|