Sowa Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,495
| Closed | -$456K | – | 51 |
|
|
2022
Q1 | $456K | Buy |
8,495
+135
| +2% | +$7.25K | 0.27% | 43 |
|
|
2021
Q4 | $473K | Buy |
8,360
+880
| +12% | +$49.8K | 0.28% | 40 |
|
|
2021
Q3 | $394K | Buy |
7,480
+2,635
| +54% | +$139K | 0.26% | 46 |
|
|
2021
Q2 | $260K | Buy |
+4,845
| New | +$260K | 0.19% | 62 |
|
|
2021
Q1 | – | Sell |
-1,095
| Closed | -$50K | – | 136 |
|
|
2020
Q4 | $50K | Sell |
1,095
-25
| -2% | -$1.14K | 0.03% | 134 |
|
|
2020
Q3 | $42K | Hold |
1,120
| – | – | 0.03% | 132 |
|
|
2020
Q2 | $40K | Hold |
1,120
| – | – | 0.03% | 133 |
|
|
2020
Q1 | $32K | Sell |
1,120
-2,170
| -66% | -$62K | 0.03% | 131 |
|
|
2019
Q4 | $135K | Buy |
+3,290
| New | +$135K | 0.11% | 72 |
|