Smith & Howard Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $367K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.38M | Sell |
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|
2017
Q4 | $1.4M | Buy |
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|
2017
Q3 | $1.32M | Hold |
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|
2017
Q2 | $1.28M | Hold |
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|
2017
Q1 | $1.26M | Hold |
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|
2016
Q4 | $1.22M | Hold |
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|
2016
Q3 | $1.14M | Hold |
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|
2016
Q2 | $1.1M | Hold |
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|
2016
Q1 | $1.06M | Hold |
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|
2015
Q4 | $1.02M | Hold |
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|
2015
Q3 | $1M | Hold |
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|
2015
Q2 | $1.1M | Hold |
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|
2015
Q1 | $1.12M | Hold |
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|
2014
Q4 | $1.06M | Hold |
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|
2014
Q3 | $1.01M | Hold |
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|
2014
Q2 | $1.05M | Buy |
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