Sanctuary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $239K | Buy |
3,829
+695
| +22% | +$43.3K | 0.16% | 37 |
|
|
2024
Q3 | $195K | Hold |
3,134
| – | – | 0.14% | 43 |
|
|
2024
Q2 | $183K | Buy |
3,134
+244
| +8% | +$14.3K | 0.14% | 42 |
|
|
2024
Q1 | $176K | Hold |
2,890
| – | – | 0.14% | 43 |
|
|
2023
Q4 | $160K | Buy |
+2,890
| New | +$160K | 0.16% | 41 |
|
|
2023
Q3 | – | Sell |
-140
| Closed | -$7.32K | – | 300 |
|
|
2023
Q2 | $7.32K | Buy |
+140
| New | +$7.32K | 0.01% | 154 |
|
|
2022
Q4 | $6.77K | Buy |
+140
| New | +$6.77K | 0.01% | 143 |
|