Advisor OS’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 | $337K | Buy |
5,441
+541
| +11% | +$33.6K | 0.03% | 329 |
|
|
2025
Q1 | $286K | Buy |
4,900
+37
| +0.8% | +$2.16K | 0.03% | 336 |
|
|
2024
Q4 | $303K | Buy |
4,863
+327
| +7% | +$20.4K | 0.04% | 320 |
|
|
2024
Q3 | $283K | Sell |
4,536
-1,187
| -21% | -$74K | 0.03% | 334 |
|
|
2024
Q2 | $335K | Sell |
5,723
-1,034
| -15% | -$60.5K | 0.04% | 287 |
|
|
2024
Q1 | $410K | Buy |
6,757
+497
| +8% | +$30.2K | 0.05% | 262 |
|
|
2023
Q4 | $347K | Buy |
+6,260
| New | +$347K | 0.05% | 242 |
|