Sarah T. Connolly’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,325
| Closed | -$315K | – | 43 |
|
|
2023
Q3 | $315K | Hold |
6,325
| – | – | 0.21% | 77 |
|
|
2023
Q2 | $331K | Hold |
6,325
| – | – | 0.2% | 80 |
|
|
2023
Q1 | $316K | Sell |
6,325
-150
| -2% | -$7.51K | 0.2% | 81 |
|
|
2022
Q4 | $313K | Hold |
6,475
| – | – | 0.21% | 83 |
|
|
2022
Q3 | $284K | Hold |
6,475
| – | – | 0.21% | 87 |
|
|
2022
Q2 | $293K | Hold |
6,475
| – | – | 0.2% | 84 |
|
|
2022
Q1 | $348K | Hold |
6,475
| – | – | 0.2% | 81 |
|
|
2021
Q4 | $367K | Buy |
6,475
+150
| +2% | +$8.5K | 0.2% | 79 |
|
|
2021
Q3 | $333K | Hold |
6,325
| – | – | 0.27% | 82 |
|
|
2021
Q2 | $340K | Buy |
+6,325
| New | +$340K | 0.28% | 80 |
|