Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $439K | Buy |
9,705
+5
| +0.1% | +$226 | 0.11% | 121 |
|
|
2022
Q1 | $521K | Buy |
9,700
+100
| +1% | +$5.37K | 0.11% | 125 |
|
|
2021
Q4 | $544K | Buy |
9,600
+3,760
| +64% | +$213K | 0.1% | 123 |
|
|
2021
Q3 | $307K | Buy |
5,840
+425
| +8% | +$22.3K | 0.07% | 159 |
|
|
2021
Q2 | $289K | Buy |
5,415
+5
| +0.1% | +$267 | 0.06% | 159 |
|
|
2021
Q1 | $282K | Hold |
5,410
| – | – | 0.07% | 141 |
|
|
2020
Q4 | $249K | Buy |
5,410
+5
| +0.1% | +$230 | 0.07% | 136 |
|
|
2020
Q3 | $200K | Buy |
+5,405
| New | +$200K | 0.08% | 133 |
|
|
2020
Q1 | – | Sell |
-11,615
| Closed | -$483K | – | 119 |
|
|
2019
Q4 | $483K | Buy |
+11,615
| New | +$483K | 0.22% | 88 |
|