Smith & Howard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-28,010
| Closed | -$1.15M | – | 73 |
|
|
2019
Q4 | $1.15M | Buy |
28,010
+18,510
| +195% | +$762K | 0.39% | 33 |
|
|
2019
Q3 | $367K | Buy |
+9,500
| New | +$367K | 0.15% | 46 |
|
|
2018
Q2 | – | Sell |
-36,790
| Closed | -$1.38M | – | 50 |
|
|
2018
Q1 | $1.38M | Sell |
36,790
-185
| -0.5% | -$6.94K | 0.59% | 19 |
|
|
2017
Q4 | $1.4M | Buy |
36,975
+185
| +0.5% | +$7.02K | 0.66% | 17 |
|
|
2017
Q3 | $1.32M | Hold |
36,790
| – | – | 0.62% | 16 |
|
|
2017
Q2 | $1.28M | Hold |
36,790
| – | – | 0.61% | 17 |
|
|
2017
Q1 | $1.26M | Hold |
36,790
| – | – | 0.6% | 17 |
|
|
2016
Q4 | $1.22M | Hold |
36,790
| – | – | 0.63% | 16 |
|
|
2016
Q3 | $1.14M | Hold |
36,790
| – | – | 0.59% | 17 |
|
|
2016
Q2 | $1.1M | Hold |
36,790
| – | – | 0.53% | 19 |
|
|
2016
Q1 | $1.06M | Hold |
36,790
| – | – | 0.44% | 20 |
|
|
2015
Q4 | $1.03M | Hold |
36,790
| – | – | 0.5% | 21 |
|
|
2015
Q3 | $1.01M | Hold |
36,790
| – | – | 0.48% | 15 |
|
|
2015
Q2 | $1.1M | Hold |
36,790
| – | – | 0.48% | 17 |
|
|
2015
Q1 | $1.12M | Hold |
36,790
| – | – | 0.48% | 15 |
|
|
2014
Q4 | $1.07M | Hold |
36,790
| – | – | 0.51% | 17 |
|
|
2014
Q3 | $1.01M | Hold |
36,790
| – | – | 0.52% | 15 |
|
|
2014
Q2 | $1.05M | Buy |
+36,790
| New | +$1.05M | 0.55% | 15 |
|