Level Financial Advisors’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
Q1 | – | Sell |
-980
| Closed | -$54.3K | – | 160 |
|
|
2023
Q4 | $54.3K | Hold |
980
| – | – | 0.03% | 111 |
|
|
2023
Q3 | $48.9K | Hold |
980
| – | – | 0.03% | 109 |
|
|
2023
Q2 | $51.3K | Hold |
980
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $49K | Sell |
980
-425
| -30% | -$21.3K | 0.03% | 100 |
|
|
2022
Q4 | $68K | Hold |
1,405
| – | – | 0.04% | 82 |
|
|
2022
Q3 | $62K | Hold |
1,405
| – | – | 0.05% | 85 |
|
|
2022
Q2 | $64K | Buy |
1,405
+750
| +115% | +$34.2K | 0.05% | 87 |
|
|
2022
Q1 | $35K | Sell |
655
-80
| -11% | -$4.28K | 0.03% | 107 |
|
|
2021
Q4 | $42K | Buy |
+735
| New | +$42K | 0.03% | 107 |
|