Sanford Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $33M | Sell |
681,430
-35,035
| -5% | -$1.69M | 7.85% | 3 |
|
|
2022
Q3 | $31.4M | Sell |
716,465
-19,160
| -3% | -$840K | 8.97% | 2 |
|
|
2022
Q2 | $33.3M | Sell |
735,625
-7,185
| -1% | -$325K | 9.41% | 4 |
|
|
2022
Q1 | $39.9M | Hold |
742,810
| – | – | 10.86% | 3 |
|
|
2021
Q4 | $42.1M | Buy |
742,810
+28,390
| +4% | +$1.61M | 9.48% | 4 |
|
|
2021
Q3 | $37.6M | Buy |
714,420
+85,150
| +14% | +$4.48M | 9.43% | 4 |
|
|
2021
Q2 | $33.8M | Buy |
629,270
+13,020
| +2% | +$700K | 8.71% | 4 |
|
|
2021
Q1 | $32.1M | Buy |
616,250
+387,705
| +170% | +$20.2M | 8.94% | 4 |
|
|
2020
Q4 | $10.5M | Buy |
+228,545
| New | +$10.5M | 3.36% | 6 |
|