Unified Trust Company’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
2021
Q3
$1.4M Sell
26,665
-35
-0.1% -$1.84K 0.41% 51
2021
Q2
$1.44M Sell
26,700
-260
-1% -$14K 0.43% 48
2021
Q1
$1.4M Sell
26,960
-45
-0.2% -$2.34K 0.46% 47
2020
Q4
$1.32M Sell
27,005
-250
-0.9% -$12.2K 0.76% 34
2020
Q3
$1.01M Sell
27,255
-950
-3% -$35.2K 0.72% 34
2020
Q2
$1M Sell
28,205
-650
-2% -$23.1K 0.76% 35
2020
Q1
$830K Sell
28,855
-7,515
-21% -$216K 0.55% 38
2019
Q4
$1.5M Sell
36,370
-60
-0.2% -$2.47K 0.93% 37
2019
Q3
$1.41M Sell
36,430
-2,125
-6% -$82.1K 0.94% 36
2019
Q2
$1.5M Hold
38,555
1.04% 34
2019
Q1
$1.46M Sell
38,555
-160
-0.4% -$6.06K 1.09% 34
2018
Q4
$1.29M Buy
+38,715
New +$1.29M 1.17% 36