Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.33M | Buy |
53,502
+427
| +0.8% | +$26.6K | 0.72% | 25 |
|
|
2024
Q2 | $3.11M | Buy |
53,075
+35
| +0.1% | +$2.05K | 0.71% | 27 |
|
|
2024
Q1 | $3.22M | Buy |
53,040
+6,860
| +15% | +$417K | 0.74% | 23 |
|
|
2023
Q4 | $2.56M | Buy |
46,180
+13,775
| +43% | +$764K | 0.61% | 31 |
|
|
2023
Q3 | $1.62M | Buy |
32,405
+6,400
| +25% | +$319K | 0.43% | 52 |
|
|
2023
Q2 | $1.36M | Buy |
26,005
+4,990
| +24% | +$261K | 0.35% | 59 |
|
|
2023
Q1 | $1.05M | Buy |
21,015
+16,110
| +328% | +$806K | 0.29% | 66 |
|
|
2022
Q4 | $237K | Hold |
4,905
| – | – | 0.07% | 151 |
|
|
2022
Q3 | $215K | Hold |
4,905
| – | – | 0.07% | 155 |
|
|
2022
Q2 | $222K | Hold |
4,905
| – | – | 0.07% | 153 |
|
|
2022
Q1 | $263K | Buy |
4,905
+110
| +2% | +$5.9K | 0.07% | 144 |
|
|
2021
Q4 | $271K | Buy |
+4,795
| New | +$271K | 0.11% | 117 |
|