Sunflower Bank Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,250
| Closed | -$436K | – | 120 |
|
|
2020
Q2 | $436K | Sell |
12,250
-1,500
| -11% | -$53.4K | 0.15% | 83 |
|
|
2020
Q1 | $396K | Hold |
13,750
| – | – | 0.15% | 82 |
|
|
2019
Q4 | $566K | Sell |
13,750
-225
| -2% | -$9.26K | 0.17% | 81 |
|
|
2019
Q3 | $540K | Hold |
13,975
| – | – | 0.17% | 82 |
|
|
2019
Q2 | $543K | Hold |
13,975
| – | – | 0.18% | 83 |
|
|
2019
Q1 | $529K | Hold |
13,975
| – | – | 0.16% | 85 |
|
|
2018
Q4 | $464K | Hold |
13,975
| – | – | 0.15% | 91 |
|
|
2018
Q3 | $563K | Hold |
13,975
| – | – | 0.16% | 90 |
|
|
2018
Q2 | $544K | Hold |
13,975
| – | – | 0.16% | 90 |
|
|
2018
Q1 | $524K | Hold |
13,975
| – | – | 0.14% | 89 |
|
|
2017
Q4 | $530K | Buy |
+13,975
| New | +$530K | 0.14% | 85 |
|