Strategic Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $27.4M | Sell |
508,985
-1,950
| -0.4% | -$105K | 9.99% | 3 |
|
|
2021
Q1 | $26.6M | Sell |
510,935
-1,420
| -0.3% | -$73.9K | 10.17% | 2 |
|
|
2020
Q4 | $23.6M | Sell |
512,355
-16,600
| -3% | -$763K | 10.19% | 2 |
|
|
2020
Q3 | $19.6M | Sell |
528,955
-14,520
| -3% | -$538K | 9.53% | 3 |
|
|
2020
Q2 | $19.3M | Buy |
543,475
+8,090
| +2% | +$288K | 11.41% | 2 |
|
|
2020
Q1 | $15.4M | Buy |
535,385
+15,760
| +3% | +$453K | 11.47% | 2 |
|
|
2019
Q4 | $21.4M | Buy |
519,625
+6,070
| +1% | +$250K | 13.86% | 2 |
|
|
2019
Q3 | $19.8M | Buy |
513,555
+10,035
| +2% | +$388K | 14.27% | 2 |
|
|
2019
Q2 | $19.6M | Buy |
503,520
+17,190
| +4% | +$668K | 14.88% | 2 |
|
|
2019
Q1 | $18.4M | Buy |
486,330
+15,950
| +3% | +$604K | 15.09% | 2 |
|
|
2018
Q4 | $15.6M | Buy |
+470,380
| New | +$15.6M | 15% | 2 |
|