Steward Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $452K | Hold |
16,500
| – | – | 1.21% | 23 |
|
|
2014
Q2 | $473K | Sell |
16,500
-1,750
| -10% | -$50.2K | 1% | 24 |
|
|
2014
Q1 | $502K | Sell |
18,250
-125
| -0.7% | -$3.44K | 0.87% | 25 |
|
|
2013
Q4 | $492K | Hold |
18,375
| – | – | 0.76% | 27 |
|
|
2013
Q3 | $457K | Hold |
18,375
| – | – | 0.62% | 27 |
|
|
2013
Q2 | $425K | Buy |
+18,375
| New | +$425K | 0.56% | 27 |
|