US Financial Advisors’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
Q2 | – | Sell |
-11,410
| Closed | -$594K | – | 99 |
|
|
2021
Q1 | $594K | Buy |
11,410
+6,780
| +146% | +$353K | 0.16% | 72 |
|
|
2020
Q4 | $213K | Buy |
+4,630
| New | +$213K | 0.06% | 123 |
|
|
2016
Q1 | – | Sell |
-4,730
| Closed | -$132K | – | 541 |
|
|
2015
Q4 | $132K | Buy |
4,730
+330
| +8% | +$9.21K | 0.13% | 78 |
|
|
2015
Q3 | $120K | Hold |
4,400
| – | – | 0.2% | 63 |
|
|
2015
Q2 | $132K | Hold |
4,400
| – | – | 0.12% | 59 |
|
|
2015
Q1 | $134K | Sell |
4,400
-205
| -4% | -$6.24K | 0.12% | 64 |
|
|
2014
Q4 | $133K | Buy |
+4,605
| New | +$133K | 0.12% | 63 |
|