Squar Milner Financial Services’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
Q2 | – | Sell |
-5,435
| Closed | -$156K | – | 454 |
|
|
2020
Q1 | $156K | Hold |
5,435
| – | – | 0.09% | 200 |
|
|
2019
Q4 | $223K | Hold |
5,435
| – | – | 0.11% | 184 |
|
|
2019
Q3 | $201K | Hold |
5,435
| – | – | 0.1% | 214 |
|
|
2019
Q2 | $211K | Hold |
5,435
| – | – | 0.14% | 156 |
|
|
2019
Q1 | $205K | Hold |
5,435
| – | – | 0.15% | 162 |
|
|
2018
Q4 | $181K | Sell |
5,435
-4,795
| -47% | -$160K | 0.17% | 147 |
|
|
2018
Q3 | $412K | Buy |
10,230
+205
| +2% | +$8.26K | 0.37% | 62 |
|
|
2018
Q2 | $391K | Hold |
10,025
| – | – | 0.34% | 75 |
|
|
2018
Q1 | $376K | Hold |
10,025
| – | – | 0.47% | 64 |
|
|
2017
Q4 | $396K | Buy |
+10,025
| New | +$396K | 0.48% | 71 |
|