AA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.18M | Buy |
67,365
+4,236
| +7% | +$263K | 0.9% | 36 |
|
|
2025
Q1 | $3.68M | Sell |
63,129
-2,786
| -4% | -$163K | 0.9% | 34 |
|
|
2024
Q4 | $4.11M | Buy |
65,915
+2,096
| +3% | +$131K | 1.1% | 32 |
|
|
2024
Q3 | $3.98M | Buy |
63,819
+4,751
| +8% | +$296K | 1.15% | 30 |
|
|
2024
Q2 | $3.46M | Buy |
59,068
+5,531
| +10% | +$324K | 1.22% | 30 |
|
|
2024
Q1 | $3.25M | Buy |
53,537
+387
| +0.7% | +$23.5K | 1.31% | 25 |
|
|
2023
Q4 | $2.95M | Buy |
+53,150
| New | +$2.95M | 1.96% | 18 |
|