Landsberg Bennett & Dubbaneh’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $358K | Buy |
6,695
+720
| +12% | +$38.5K | 0.05% | 210 |
|
|
2021
Q2 | $321K | Buy |
5,975
+565
| +10% | +$30.4K | 0.04% | 222 |
|
|
2021
Q1 | $286K | Buy |
5,410
+510
| +10% | +$27K | 0.04% | 221 |
|
|
2020
Q4 | $225K | Buy |
+4,900
| New | +$225K | 0.03% | 206 |
|
|
2020
Q3 | – | Sell |
-29,385
| Closed | -$1.03M | – | 211 |
|
|
2020
Q2 | $1.03M | Sell |
29,385
-2,360
| -7% | -$82.9K | 0.21% | 95 |
|
|
2020
Q1 | $869K | Buy |
+31,745
| New | +$869K | 0.24% | 81 |
|
|
2019
Q1 | – | Sell |
-41,890
| Closed | -$1.39M | – | 220 |
|
|
2018
Q4 | $1.39M | Buy |
+41,890
| New | +$1.39M | 0.53% | 69 |
|