Williams Jones & Associates’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $919K | Buy |
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|
2019
Q1 | $511K | Sell |
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|
2018
Q4 | $507K | Sell |
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|
2018
Q3 | $661K | Hold |
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|
2018
Q2 | $640K | Sell |
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|
2018
Q1 | $784K | Sell |
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|
2017
Q4 | $803K | Sell |
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|
2017
Q3 | $779K | Sell |
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|
2017
Q2 | $761K | Sell |
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|
2017
Q1 | $795K | Buy |
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|
2016
Q4 | $740K | Sell |
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|
2016
Q3 | $757K | Hold |
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|
2016
Q2 | $731K | Buy |
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|
2016
Q1 | $373K | Buy |
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|
2015
Q4 | $354K | Sell |
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|
2015
Q3 | $377K | Sell |
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|
2015
Q2 | $466K | Buy |
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|
2015
Q1 | $368K | Sell |
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|
2014
Q4 | $380K | Buy |
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|
2014
Q3 | $340K | Sell |
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|
2014
Q2 | $473K | Sell |
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|
2014
Q1 | $1.13M | Buy |
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|
2013
Q4 | $607K | Sell |
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|
2013
Q3 | $569K | Buy |
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|
2013
Q2 | $488K | Buy |
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