O'Rourke & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,730
| Closed | -$232K | – | 149 |
|
|
2024
Q3 | $232K | Hold |
3,730
| – | – | 0.12% | 134 |
|
|
2024
Q2 | $218K | Hold |
3,730
| – | – | 0.12% | 137 |
|
|
2024
Q1 | $227K | Hold |
3,730
| – | – | 0.13% | 134 |
|
|
2023
Q4 | $207K | Buy |
+3,730
| New | +$207K | 0.13% | 134 |
|
|
2022
Q3 | – | Sell |
-4,715
| Closed | -$213K | – | 119 |
|
|
2022
Q2 | $213K | Buy |
4,715
+5
| +0.1% | +$226 | 0.18% | 107 |
|
|
2022
Q1 | $253K | Buy |
4,710
+5
| +0.1% | +$269 | 0.17% | 107 |
|
|
2021
Q4 | $266K | Buy |
+4,705
| New | +$266K | 0.18% | 106 |
|