LeJeune Puetz Investment Counsel’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
Q1 | $545K | Hold |
10,900
| – | – | 0.2% | 113 |
|
2022
Q4 | $527K | Hold |
10,900
| – | – | 0.2% | 112 |
|
2022
Q3 | $478K | Hold |
10,900
| – | – | 0.2% | 109 |
|
2022
Q2 | $493K | Hold |
10,900
| – | – | 0.19% | 110 |
|
2022
Q1 | $584K | Hold |
10,900
| – | – | 0.2% | 105 |
|
2021
Q4 | $617K | Hold |
10,900
| – | – | 0.21% | 103 |
|
2021
Q3 | $573K | Hold |
10,900
| – | – | 0.21% | 106 |
|
2021
Q2 | $586K | Hold |
10,900
| – | – | 0.22% | 103 |
|
2021
Q1 | $567K | Hold |
10,900
| – | – | 0.22% | 102 |
|
2020
Q4 | $501K | Hold |
10,900
| – | – | 0.22% | 104 |
|
2020
Q3 | $404K | Hold |
10,900
| – | – | 0.2% | 104 |
|
2020
Q2 | $388K | Hold |
10,900
| – | – | 0.2% | 103 |
|
2020
Q1 | $314K | Sell |
10,900
-250
| -2% | -$7.2K | 0.18% | 111 |
|
2019
Q4 | $459K | Hold |
11,150
| – | – | 0.22% | 107 |
|
2019
Q3 | $431K | Hold |
11,150
| – | – | 0.22% | 105 |
|
2019
Q2 | $433K | Hold |
11,150
| – | – | 0.22% | 103 |
|
2019
Q1 | $422K | Hold |
11,150
| – | – | 0.23% | 103 |
|
2018
Q4 | $370K | Hold |
11,150
| – | – | 0.23% | 101 |
|
2018
Q3 | $449K | Hold |
11,150
| – | – | 0.26% | 94 |
|
2018
Q2 | $434K | Buy |
11,150
+8,375
| +302% | +$326K | 0.27% | 94 |
|
2018
Q1 | $104K | Hold |
2,775
| – | – | 0.06% | 147 |
|
2017
Q4 | $105K | Buy |
+2,775
| New | +$105K | 0.06% | 149 |
|