TrueWealth LLC’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
Q2 | $210K | Hold |
5,900
| – | – | 0.09% | 123 |
|
|
2020
Q1 | $170K | Hold |
5,900
| – | – | 0.08% | 130 |
|
|
2019
Q4 | $243K | Hold |
5,900
| – | – | 0.1% | 122 |
|
|
2019
Q3 | $228K | Buy |
+5,900
| New | +$228K | 0.1% | 123 |
|
|
2019
Q2 | – | Hold |
0
| – | -$234K | – | 119 |
|
|
2019
Q1 | – | Hold |
0
| – | -$205K | – | 116 |
|
|
2018
Q4 | – | Hold |
0
| – | -$249K | – | 119 |
|
|
2018
Q3 | – | Hold |
0
| – | -$241K | – | 112 |
|
|
2018
Q2 | – | Hold |
0
| – | -$232K | – | 115 |
|
|
2018
Q1 | – | Hold |
0
| – | -$235K | – | 114 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 118 |
|