LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.15M | Buy |
30,965
+105
| +0.3% | +$3.89K | 0.49% | 49 |
|
|
2020
Q2 | $1.1M | Sell |
30,860
-1,310
| -4% | -$46.6K | 0.5% | 49 |
|
|
2020
Q1 | $926K | Sell |
32,170
-1,605
| -5% | -$46.2K | 0.5% | 47 |
|
|
2019
Q4 | $1.39M | Buy |
33,775
+680
| +2% | +$28K | 0.62% | 45 |
|
|
2019
Q3 | $1.28M | Buy |
33,095
+3,135
| +10% | +$121K | 0.6% | 44 |
|
|
2019
Q2 | $1.16M | Buy |
29,960
+5,655
| +23% | +$220K | 0.56% | 43 |
|
|
2019
Q1 | $921K | Sell |
24,305
-145
| -0.6% | -$5.5K | 0.49% | 45 |
|
|
2018
Q4 | $812K | Sell |
24,450
-1,905
| -7% | -$63.3K | 0.51% | 40 |
|
|
2018
Q3 | $1.06M | Sell |
26,355
-1,980
| -7% | -$79.7K | 0.57% | 41 |
|
|
2018
Q2 | $1.1M | Buy |
28,335
+2,060
| +8% | +$80.3K | 0.62% | 39 |
|
|
2018
Q1 | $986K | Sell |
26,275
-96,270
| -79% | -$3.61M | 0.58% | 40 |
|
|
2017
Q4 | $4.39M | Hold |
122,545
| – | – | 2.79% | 10 |
|
|
2017
Q3 | $4.39M | Buy |
122,545
+14,170
| +13% | +$507K | 2.79% | 10 |
|
|
2017
Q2 | $3.77M | Buy |
108,375
+5,230
| +5% | +$182K | 2.58% | 10 |
|
|
2017
Q1 | $3.53M | Buy |
103,145
+49,040
| +91% | +$1.68M | 2.45% | 10 |
|
|
2016
Q4 | $1.79M | Buy |
54,105
+46,620
| +623% | +$1.54M | 1.26% | 29 |
|
|
2016
Q3 | $232K | Buy |
+7,485
| New | +$232K | 0.16% | 100 |
|
|
2014
Q2 | – | Sell |
-1,435
| Closed | -$39K | – | 130 |
|
|
2014
Q1 | $39K | Sell |
1,435
-50
| -3% | -$1.36K | 0.03% | 123 |
|
|
2013
Q4 | $40K | Buy |
1,485
+1,450
| +4,143% | +$39.1K | 0.03% | 114 |
|
|
2013
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 204 |
|
|
2013
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 186 |
|