WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $2.34M | Buy |
67,380
+14,565
| +28% | +$507K | 0.53% | 38 |
|
|
2017
Q1 | $1.81M | Sell |
52,815
-13,490
| -20% | -$462K | 0.48% | 48 |
|
|
2016
Q4 | $2.19M | Sell |
66,305
-3,180
| -5% | -$105K | 0.54% | 38 |
|
|
2016
Q3 | $2.15M | Buy |
69,485
+2,880
| +4% | +$89.1K | 0.54% | 39 |
|
|
2016
Q2 | $1.99M | Buy |
66,605
+2,140
| +3% | +$63.9K | 0.53% | 39 |
|
|
2016
Q1 | $1.86M | Buy |
64,465
+9,385
| +17% | +$271K | 0.54% | 35 |
|
|
2015
Q4 | $1.54M | Buy |
55,080
+2,155
| +4% | +$60.1K | 0.46% | 46 |
|
|
2015
Q3 | $1.45M | Buy |
52,925
+3,425
| +7% | +$93.6K | 0.45% | 46 |
|
|
2015
Q2 | $1.49M | Buy |
49,500
+4,605
| +10% | +$138K | 0.41% | 50 |
|
|
2015
Q1 | $1.37M | Buy |
44,895
+4,460
| +11% | +$136K | 0.38% | 47 |
|
|
2014
Q4 | $1.17M | Buy |
40,435
+6,950
| +21% | +$201K | 0.24% | 92 |
|
|
2014
Q3 | $916K | Buy |
33,485
+12,465
| +59% | +$341K | 0.17% | 142 |
|
|
2014
Q2 | $602K | Buy |
21,020
+2,285
| +12% | +$65.4K | 0.11% | 214 |
|
|
2014
Q1 | $515K | Sell |
18,735
-4,185
| -18% | -$115K | 0.1% | 238 |
|
|
2013
Q4 | $613K | Buy |
22,920
+1,250
| +6% | +$33.4K | 0.09% | 264 |
|
|
2013
Q3 | $538K | Buy |
21,670
+7,255
| +50% | +$180K | 0.08% | 270 |
|
|
2013
Q2 | $333K | Buy |
+14,415
| New | +$333K | 0.06% | 346 |
|