Stone Asset 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 | $980K | Sell |
19,585
-65,620
| -77% | -$3.28M | 1.57% | 16 |
|
|
2022
Q4 | $4.12M | Buy |
85,205
+14,580
| +21% | +$705K | 2.56% | 15 |
|
|
2022
Q3 | $3.1M | Buy |
70,625
+14,600
| +26% | +$640K | 2.02% | 15 |
|
|
2022
Q2 | $2.54M | Buy |
56,025
+4,100
| +8% | +$186K | 1.59% | 18 |
|
|
2022
Q1 | $2.79M | Buy |
51,925
+1,585
| +3% | +$85.1K | 1.55% | 16 |
|
|
2021
Q4 | $2.85M | Buy |
+50,340
| New | +$2.85M | 1.68% | 14 |
|