SVA 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
Q4 | $6.14M | Buy |
133,605
+1,230
| +0.9% | +$56.5K | 0.54% | 40 |
|
|
2020
Q3 | $4.91M | Buy |
132,375
+2,920
| +2% | +$108K | 0.49% | 48 |
|
|
2020
Q2 | $4.6M | Buy |
129,455
+45,365
| +54% | +$1.61M | 0.49% | 49 |
|
|
2020
Q1 | $2.42M | Sell |
84,090
-4,435
| -5% | -$128K | 0.28% | 66 |
|
|
2019
Q4 | $3.64M | Buy |
88,525
+4,600
| +5% | +$189K | 0.33% | 65 |
|
|
2019
Q3 | $3.24M | Buy |
83,925
+3,690
| +5% | +$143K | 0.32% | 66 |
|
|
2019
Q2 | $3.12M | Buy |
80,235
+1,150
| +1% | +$44.7K | 0.31% | 70 |
|
|
2019
Q1 | $3M | Buy |
79,085
+12,500
| +19% | +$474K | 0.29% | 77 |
|
|
2018
Q4 | $2.21M | Buy |
66,585
+7,965
| +14% | +$264K | 0.25% | 89 |
|
|
2018
Q3 | $2.36M | Sell |
58,620
-4,720
| -7% | -$190K | 0.24% | 84 |
|
|
2018
Q2 | $2.47M | Buy |
63,340
+5,855
| +10% | +$228K | 0.27% | 80 |
|
|
2018
Q1 | $2.06M | Sell |
57,485
-5,715
| -9% | -$205K | 0.25% | 90 |
|
|
2017
Q4 | $2.4M | Buy |
63,200
+5,715
| +10% | +$217K | 0.28% | 84 |
|
|
2017
Q3 | $2.06M | Sell |
57,485
-180
| -0.3% | -$6.44K | 0.25% | 90 |
|
|
2017
Q2 | $2.01M | Buy |
57,665
+2,710
| +5% | +$94.3K | 0.26% | 89 |
|
|
2017
Q1 | $1.88M | Buy |
54,955
+7,095
| +15% | +$243K | 0.26% | 86 |
|
|
2016
Q4 | $1.58M | Buy |
47,860
+5,530
| +13% | +$183K | 0.24% | 94 |
|
|
2016
Q3 | $1.31M | Buy |
42,330
+55
| +0.1% | +$1.7K | 0.2% | 95 |
|
|
2016
Q2 | $1.26M | Buy |
42,275
+315
| +0.8% | +$9.41K | 0.2% | 98 |
|
|
2016
Q1 | $1.21M | Buy |
41,960
+4,195
| +11% | +$121K | 0.2% | 99 |
|
|
2015
Q4 | $1.05M | Buy |
37,765
+5,650
| +18% | +$157K | 0.18% | 107 |
|
|
2015
Q3 | $877K | Buy |
32,115
+6,170
| +24% | +$168K | 0.16% | 124 |
|
|
2015
Q2 | $778K | Buy |
25,945
+4,490
| +21% | +$135K | 0.14% | 130 |
|
|
2015
Q1 | $652K | Buy |
21,455
+850
| +4% | +$25.8K | 0.12% | 143 |
|
|
2014
Q4 | $597K | Buy |
+20,605
| New | +$597K | 0.22% | 103 |
|