Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $318K | Sell |
7,890
-90
| -1% | -$3.63K | ﹤0.01% | 437 |
|
|
2018
Q2 | $311K | Sell |
7,980
-665
| -8% | -$25.9K | ﹤0.01% | 431 |
|
|
2018
Q1 | $324K | Sell |
8,645
-1,500
| -15% | -$56.2K | ﹤0.01% | 431 |
|
|
2017
Q4 | $385K | Sell |
10,145
-1,025
| -9% | -$38.9K | ﹤0.01% | 399 |
|
|
2017
Q3 | $400K | Buy |
+11,170
| New | +$400K | 0.01% | 373 |
|
|
2015
Q4 | – | Sell |
-40
| Closed | -$1K | – | 642 |
|
|
2015
Q3 | $1K | Sell |
40
-1,830
| -98% | -$45.8K | ﹤0.01% | 1202 |
|
|
2015
Q2 | $56K | Buy |
1,870
+610
| +48% | +$18.3K | ﹤0.01% | 497 |
|
|
2015
Q1 | $38K | Sell |
1,260
-1,235
| -49% | -$37.2K | ﹤0.01% | 496 |
|
|
2014
Q4 | $72K | Buy |
+2,495
| New | +$72K | ﹤0.01% | 416 |
|
|
2014
Q3 | – | Sell |
-250
| Closed | -$7K | – | 691 |
|
|
2014
Q2 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 526 |
|