Legacy Wealth Planning’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $327K | Buy |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $289K | Hold |
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|
2021
Q2 | $295K | Sell |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $297K | Sell |
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|
2020
Q3 | $3.24M | Sell |
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|
2020
Q2 | $3.38M | Sell |
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|
2020
Q1 | $2.8M | Buy |
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|
2019
Q4 | $4M | Buy |
|