626 Financial’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
2025
Q2
$1.4M Sell
22,543
-2,509
-10% -$156K 0.65% 28
2025
Q1
$1.46M Sell
25,052
-36,124
-59% -$2.11M 0.75% 23
2024
Q4
$3.81M Sell
61,176
-36,996
-38% -$2.31M 2.06% 14
2024
Q3
$6.12M Sell
98,172
-27,593
-22% -$1.72M 3.39% 7
2024
Q2
$7.36M Sell
125,765
-9,018
-7% -$528K 4.25% 5
2024
Q1
$8.19M Buy
134,783
+13,328
+11% +$810K 4.93% 4
2023
Q4
$6.73M Buy
121,455
+53,080
+78% +$2.94M 4.45% 5
2023
Q3
$3.41M Buy
68,375
+21,450
+46% +$1.07M 2.31% 12
2023
Q2
$2.45M Buy
46,925
+30,925
+193% +$1.62M 1.57% 14
2023
Q1
$801K Buy
+16,000
New +$801K 0.53% 42