Sanders Morris Harris’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,315
| Closed | -$239K | – | 223 |
|
|
2019
Q4 | $239K | Buy |
+6,315
| New | +$239K | 0.05% | 247 |
|
|
2019
Q3 | – | Sell |
-5,920
| Closed | -$230K | – | 286 |
|
|
2019
Q2 | $230K | Sell |
5,920
-120
| -2% | -$4.66K | 0.06% | 237 |
|
|
2019
Q1 | $229K | Sell |
6,040
-3,570
| -37% | -$135K | 0.11% | 102 |
|
|
2018
Q4 | $319K | Sell |
9,610
-75
| -0.8% | -$2.49K | 0.18% | 76 |
|
|
2018
Q3 | $390K | Buy |
9,685
+255
| +3% | +$10.3K | 0.18% | 79 |
|
|
2018
Q2 | $367K | Buy |
9,430
+2,890
| +44% | +$112K | 0.17% | 85 |
|
|
2018
Q1 | $246K | Buy |
+6,540
| New | +$246K | 0.1% | 109 |
|
|
2016
Q3 | – | Sell |
-85,340
| Closed | -$2.55M | – | 190 |
|
|
2016
Q2 | $2.55M | Sell |
85,340
-32,195
| -27% | -$962K | 0.59% | 38 |
|
|
2016
Q1 | $3.39M | Buy |
+117,535
| New | +$3.39M | 0.58% | 35 |
|