Nachman Norwood & Parrott’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
2021
Q2
$5.94M Sell
110,595
-1,325
-1% -$71.2K 0.6% 32
2021
Q1
$5.83M Sell
111,920
-960
-0.9% -$50K 0.64% 34
2020
Q4
$5.19M Buy
112,880
+175
+0.2% +$8.05K 0.61% 32
2020
Q3
$4.18M Sell
112,705
-2,300
-2% -$85.2K 0.56% 34
2020
Q2
$4.09M Buy
115,005
+325
+0.3% +$11.6K 0.68% 26
2020
Q1
$3.3M Buy
114,680
+54,370
+90% +$1.56M 0.67% 28
2019
Q4
$2.48M Sell
60,310
-1,865
-3% -$76.8K 0.41% 55
2019
Q3
$2.4M Sell
62,175
-210
-0.3% -$8.12K 0.43% 54
2019
Q2
$2.42M Sell
62,385
-235
-0.4% -$9.13K 0.44% 51
2019
Q1
$2.37M Sell
62,620
-4,405
-7% -$167K 0.44% 54
2018
Q4
$2.23M Buy
+67,025
New +$2.23M 0.46% 52