Redmont Wealth Advisors’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 |
-5,000
| Closed | -$242K | – | 89 |
|
|
2022
Q4 | $242K | Hold |
5,000
| – | – | 0.28% | 89 |
|
|
2022
Q3 | $219K | Hold |
5,000
| – | – | 0.28% | 86 |
|
|
2022
Q2 | $226K | Hold |
5,000
| – | – | 0.27% | 89 |
|
|
2022
Q1 | $268K | Hold |
5,000
| – | – | 0.29% | 79 |
|
|
2021
Q4 | $283K | Buy |
+5,000
| New | +$283K | 0.3% | 69 |
|