Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.96M | Buy |
39,185
+115
| +0.3% | +$5.75K | 0.76% | 34 |
|
|
2022
Q4 | $1.89M | Buy |
39,070
+4,615
| +13% | +$223K | 0.76% | 33 |
|
|
2022
Q3 | $1.67M | Buy |
34,455
+7,115
| +26% | +$345K | 0.67% | 35 |
|
|
2022
Q2 | $1.24M | Buy |
27,340
+2,490
| +10% | +$113K | 0.47% | 35 |
|
|
2022
Q1 | $1.33M | Sell |
24,850
-1,275
| -5% | -$68.4K | 0.43% | 36 |
|
|
2021
Q4 | $1.48M | Sell |
26,125
-12,520
| -32% | -$709K | 0.59% | 32 |
|
|
2021
Q3 | $2.03M | Buy |
38,645
+265
| +0.7% | +$13.9K | 0.6% | 34 |
|
|
2021
Q2 | $2.08M | Sell |
38,380
-700
| -2% | -$38K | 0.6% | 34 |
|
|
2021
Q1 | $2.03M | Hold |
39,080
| – | – | 0.67% | 32 |
|
|
2020
Q4 | $1.8M | Sell |
39,080
-50
| -0.1% | -$2.3K | 0.68% | 31 |
|
|
2020
Q3 | $1.45M | Buy |
39,130
+1,395
| +4% | +$51.7K | 0.53% | 31 |
|
|
2020
Q2 | $1.34M | Sell |
37,735
-245
| -0.6% | -$8.71K | 0.26% | 29 |
|
|
2020
Q1 | $1.09M | Sell |
37,980
-1,670
| -4% | -$48.1K | 0.23% | 31 |
|
|
2019
Q4 | $1.63M | Buy |
+39,650
| New | +$1.63M | 0.31% | 25 |
|