MinichMacGregor Wealth Management’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 | – | Sell |
-30
| Closed | -$1.45K | – | 342 |
|
|
2022
Q4 | $1.45K | Buy |
+30
| New | +$1.45K | ﹤0.01% | 599 |
|
|
2020
Q1 | – | Sell |
-46,595
| Closed | -$1.92M | – | 96 |
|
|
2019
Q4 | $1.92M | Sell |
46,595
-935
| -2% | -$38.5K | 1.07% | 25 |
|
|
2019
Q3 | $1.84M | Sell |
47,530
-90
| -0.2% | -$3.48K | 1.24% | 23 |
|
|
2019
Q2 | $1.86M | Buy |
47,620
+315
| +0.7% | +$12.3K | 1.3% | 24 |
|
|
2019
Q1 | $1.82M | Sell |
47,305
-166,290
| -78% | -$6.38M | 1.36% | 21 |
|
|
2018
Q4 | $7.64M | Buy |
213,595
+211,685
| +11,083% | +$7.57M | 5.23% | 2 |
|
|
2018
Q3 | $76K | Hold |
1,910
| – | – | 0.05% | 98 |
|
|
2018
Q2 | $74K | Hold |
1,910
| – | – | 0.05% | 93 |
|
|
2018
Q1 | $71K | Hold |
1,910
| – | – | 0.06% | 89 |
|
|
2017
Q4 | $72K | Sell |
1,910
-200
| -9% | -$7.54K | 0.06% | 86 |
|
|
2017
Q3 | $75K | Hold |
2,110
| – | – | 0.06% | 76 |
|
|
2017
Q2 | $73K | Sell |
2,110
-1,250
| -37% | -$43.2K | 0.06% | 75 |
|
|
2017
Q1 | $115K | Hold |
3,360
| – | – | 0.1% | 54 |
|
|
2016
Q4 | $111K | Hold |
3,360
| – | – | 0.1% | 57 |
|
|
2016
Q3 | $103K | Sell |
3,360
-3,930
| -54% | -$120K | 0.1% | 60 |
|
|
2016
Q2 | $217K | Buy |
7,290
+15
| +0.2% | +$447 | 0.2% | 34 |
|
|
2016
Q1 | $209K | Sell |
7,275
-109,865
| -94% | -$3.16M | 0.2% | 36 |
|
|
2015
Q4 | $3.57M | Buy |
+117,140
| New | +$3.57M | 3.32% | 12 |
|