Stewardship Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $58K | Sell |
1,110
-375
| -25% | -$19.6K | 0.02% | 74 |
|
|
2020
Q4 | $68K | Buy |
1,485
+375
| +34% | +$17.2K | 0.02% | 70 |
|
|
2020
Q3 | $41K | Sell |
1,110
-375
| -25% | -$13.9K | 0.02% | 67 |
|
|
2020
Q2 | $53K | Buy |
1,485
+375
| +34% | +$13.4K | 0.02% | 59 |
|
|
2020
Q1 | $32K | Sell |
1,110
-375
| -25% | -$10.8K | 0.02% | 50 |
|
|
2019
Q4 | $61K | Buy |
1,485
+375
| +34% | +$15.4K | 0.02% | 68 |
|
|
2019
Q3 | $43K | Hold |
1,110
| – | – | 0.02% | 59 |
|
|
2019
Q2 | $43K | Hold |
1,110
| – | – | 0.02% | 58 |
|
|
2019
Q1 | $42K | Hold |
1,110
| – | – | 0.02% | 58 |
|
|
2018
Q4 | $37K | Buy |
1,110
+545
| +96% | +$18.2K | 0.02% | 52 |
|
|
2018
Q3 | $23K | Buy |
+565
| New | +$23K | 0.01% | 63 |
|
|
2016
Q1 | – | Sell |
-135,280
| Closed | -$3.77M | – | 51 |
|
|
2015
Q4 | $3.77M | Buy |
+135,280
| New | +$3.77M | 3.02% | 9 |
|