Schrum Private 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 | – | Sell |
-3,226
| Closed | -$201K | – | 147 |
|
|
2024
Q3 | $201K | Buy |
+3,226
| New | +$201K | 0.1% | 166 |
|
|
2022
Q3 | – | Sell |
-4,600
| Closed | -$208K | – | 111 |
|
|
2022
Q2 | $208K | Buy |
4,600
+10
| +0.2% | +$452 | 0.24% | 109 |
|
|
2022
Q1 | $233K | Buy |
4,590
+5
| +0.1% | +$254 | 0.23% | 100 |
|
|
2021
Q4 | $260K | Buy |
+4,585
| New | +$260K | 0.24% | 106 |
|