Scholtz & Company’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 |
-14,210
| Closed | -$585K | – | 61 |
|
2019
Q4 | $585K | Hold |
14,210
| – | – | 0.34% | 47 |
|
2019
Q3 | $549K | Hold |
14,210
| – | – | 0.37% | 45 |
|
2019
Q2 | $552K | Hold |
14,210
| – | – | 0.36% | 43 |
|
2019
Q1 | $538K | Hold |
14,210
| – | – | 0.36% | 37 |
|
2018
Q4 | $472K | Hold |
14,210
| – | – | 0.41% | 35 |
|
2018
Q3 | $572K | Hold |
14,210
| – | – | 0.36% | 43 |
|
2018
Q2 | $554K | Hold |
14,210
| – | – | 0.39% | 38 |
|
2018
Q1 | $533K | Hold |
14,210
| – | – | 0.39% | 43 |
|
2017
Q4 | $539K | Hold |
14,210
| – | – | 0.39% | 47 |
|
2017
Q3 | $508K | Buy |
+14,210
| New | +$508K | 0.4% | 48 |
|