Adero Partners’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
Q1 | $212K | Sell |
3,628
-719
| -17% | -$42K | 0.01% | 226 |
|
|
2024
Q4 | $271K | Sell |
4,347
-23
| -0.5% | -$1.43K | 0.02% | 185 |
|
|
2024
Q3 | $272K | Hold |
4,370
| – | – | 0.02% | 182 |
|
|
2024
Q2 | $256K | Hold |
4,370
| – | – | 0.02% | 174 |
|
|
2024
Q1 | $265K | Hold |
4,370
| – | – | 0.02% | 163 |
|
|
2023
Q4 | $242K | Sell |
4,370
-65
| -1% | -$3.6K | 0.02% | 165 |
|
|
2023
Q3 | $221K | Hold |
4,435
| – | – | 0.02% | 164 |
|
|
2023
Q2 | $232K | Hold |
4,435
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $222K | Hold |
4,435
| – | – | 0.02% | 142 |
|
|
2022
Q4 | $215K | Sell |
4,435
-840
| -16% | -$40.6K | 0.03% | 148 |
|
|
2022
Q3 | $245K | Buy |
+5,275
| New | +$245K | 0.03% | 134 |
|