Syverson Strege & Co’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
Q2 | – | Sell |
-3,445
| Closed | -$172K | – | 322 |
|
|
2023
Q1 | $172K | Hold |
3,445
| – | – | 0.07% | 66 |
|
|
2022
Q4 | $167K | Sell |
3,445
-1,970
| -36% | -$95.3K | 0.08% | 71 |
|
|
2022
Q3 | $237K | Buy |
5,415
+1,810
| +50% | +$79.2K | 0.12% | 59 |
|
|
2022
Q2 | $163K | Sell |
3,605
-880
| -20% | -$39.8K | 0.06% | 75 |
|
|
2022
Q1 | $241K | Hold |
4,485
| – | – | 0.26% | 54 |
|
|
2021
Q4 | $254K | Sell |
4,485
-540
| -11% | -$30.6K | 0.19% | 56 |
|
|
2021
Q3 | $264K | Hold |
5,025
| – | – | 0.21% | 51 |
|
|
2021
Q2 | $270K | Hold |
5,025
| – | – | 0.24% | 49 |
|
|
2021
Q1 | $262K | Sell |
5,025
-310
| -6% | -$16.2K | 0.27% | 47 |
|
|
2020
Q4 | $245K | Buy |
+5,335
| New | +$245K | 0.23% | 50 |
|