NewFocus 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
Q4 | $644K | Buy |
14,010
+240
| +2% | +$11K | 0.19% | 81 |
|
|
2020
Q3 | $510K | Buy |
13,770
+520
| +4% | +$19.3K | 0.17% | 81 |
|
|
2020
Q2 | $471K | Buy |
13,250
+5,680
| +75% | +$202K | 0.17% | 82 |
|
|
2020
Q1 | $218K | Buy |
7,570
+415
| +6% | +$12K | 0.1% | 90 |
|
|
2019
Q4 | $295K | Buy |
7,155
+440
| +7% | +$18.1K | 0.12% | 90 |
|
|
2019
Q3 | $260K | Buy |
6,715
+290
| +5% | +$11.2K | 0.11% | 89 |
|
|
2019
Q2 | $250K | Buy |
6,425
+390
| +6% | +$15.2K | 0.12% | 85 |
|
|
2019
Q1 | $229K | Buy |
+6,035
| New | +$229K | 0.11% | 82 |
|
|
2018
Q4 | – | Sell |
-5,975
| Closed | -$241K | – | 89 |
|
|
2018
Q3 | $241K | Buy |
5,975
+370
| +7% | +$14.9K | 0.13% | 70 |
|
|
2018
Q2 | $218K | Buy |
+5,605
| New | +$218K | 0.13% | 70 |
|