Rezny Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-197,020
| Closed | -$5.68M | – | 16 |
|
2016
Q2 | $5.68M | Hold |
197,020
| – | – | 5.99% | 11 |
|
2016
Q1 | $5.68M | Sell |
197,020
-14,940
| -7% | -$431K | 5.99% | 11 |
|
2015
Q4 | $5.91M | Sell |
211,960
-50,645
| -19% | -$1.41M | 6.13% | 11 |
|
2015
Q3 | $7.17M | Buy |
262,605
+615
| +0.2% | +$16.8K | 7.37% | 8 |
|
2015
Q2 | $7.86M | Buy |
261,990
+14,675
| +6% | +$440K | 7.14% | 8 |
|
2015
Q1 | $7.52M | Buy |
+247,315
| New | +$7.52M | 6.97% | 8 |
|