RG
Retirement Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $549K | Buy |
9,040
+6,906
| +324% | +$419K | 0.2% | 64 |
|
|
2023
Q4 | $592K | Hold |
2,134
| – | – | 0.24% | 56 |
|
|
2023
Q3 | $532K | Sell |
2,134
-87
| -4% | -$21.7K | 0.22% | 60 |
|
|
2023
Q2 | $581K | Buy |
2,221
+46
| +2% | +$12K | 0.24% | 56 |
|
|
2023
Q1 | $544K | Sell |
2,175
-152
| -7% | -$38K | 0.25% | 57 |
|
|
2022
Q4 | $563K | Buy |
2,327
+1,715
| +280% | +$415K | 0.27% | 55 |
|
|
2022
Q3 | $134K | Sell |
612
-1,893
| -76% | -$414K | 0.11% | 72 |
|
|
2022
Q2 | $567K | Buy |
2,505
+135
| +6% | +$30.6K | 0.23% | 56 |
|
|
2022
Q1 | $636K | Buy |
2,370
+16
| +0.7% | +$4.29K | 0.25% | 55 |
|
|
2021
Q4 | $666K | Sell |
2,354
-110
| -4% | -$31.1K | 0.29% | 56 |
|
|
2021
Q3 | $648K | Sell |
2,464
-40
| -2% | -$10.5K | 0.3% | 60 |
|
|
2021
Q2 | $673K | Sell |
2,504
-6
| -0.2% | -$1.61K | 0.32% | 53 |
|
|
2021
Q1 | $653K | Buy |
2,510
+1
| +0% | +$260 | 0.3% | 56 |
|
|
2020
Q4 | $576K | Sell |
2,509
-24
| -0.9% | -$5.51K | 0.26% | 62 |
|
|
2020
Q3 | $469K | Buy |
2,533
+53
| +2% | +$9.81K | 0.26% | 71 |
|
|
2020
Q2 | $441K | Buy |
+2,480
| New | +$441K | 0.27% | 65 |
|
|
2019
Q4 | $529K | Buy |
+2,572
| New | +$529K | 0.34% | 54 |
|