Smith Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.77M | Sell |
47,620
-135
| -0.3% | -$5K | 1.08% | 26 |
|
|
2020
Q2 | $1.7M | Buy |
47,755
+11,110
| +30% | +$395K | 1.12% | 27 |
|
|
2020
Q1 | $1.05M | Buy |
36,645
+2,775
| +8% | +$79.8K | 0.8% | 31 |
|
|
2019
Q4 | $1.39M | Hold |
33,870
| – | – | 0.89% | 28 |
|
|
2019
Q3 | $1.31M | Hold |
33,870
| – | – | 0.96% | 24 |
|
|
2019
Q2 | $1.32M | Hold |
33,870
| – | – | 0.96% | 23 |
|
|
2019
Q1 | $1.28M | Hold |
33,870
| – | – | 1% | 23 |
|
|
2018
Q4 | $1.13M | Buy |
+33,870
| New | +$1.13M | 0.92% | 27 |
|