Lantz Financial’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
Q4 | – | Sell |
-8,965
| Closed | -$447K | – | 199 |
|
|
2023
Q3 | $447K | Buy |
+8,965
| New | +$447K | 0.18% | 116 |
|
|
2020
Q1 | – | Sell |
-67,080
| Closed | -$2.76M | – | 116 |
|
|
2019
Q4 | $2.76M | Buy |
67,080
+4,080
| +6% | +$168K | 1.63% | 8 |
|
|
2019
Q3 | $2.36M | Sell |
63,000
-625
| -1% | -$23.4K | 1.59% | 7 |
|
|
2019
Q2 | $2.47M | Buy |
63,625
+50
| +0.1% | +$1.94K | 1.67% | 8 |
|
|
2019
Q1 | $2.41M | Buy |
+63,575
| New | +$2.41M | 1.75% | 7 |
|