AFG Fiduciary Services’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 | $6.67M | Sell |
106,283
-375
| -0.4% | -$23.5K | 4.26% | 4 |
|
|
2025
Q1 | $5.96M | Sell |
106,658
-1,270
| -1% | -$71K | 4.37% | 7 |
|
|
2024
Q4 | $6.9M | Sell |
107,928
-1,153
| -1% | -$73.7K | 4.87% | 3 |
|
|
2024
Q3 | $6.87M | Sell |
109,081
-690
| -0.6% | -$43.5K | 4.63% | 4 |
|
|
2024
Q2 | $6.69M | Buy |
109,771
+511
| +0.5% | +$31.2K | 4.67% | 4 |
|
|
2024
Q1 | $6.56M | Sell |
109,260
-3,490
| -3% | -$209K | 4.85% | 3 |
|
|
2023
Q4 | $6.18M | Buy |
112,750
+3,025
| +3% | +$166K | 5.02% | 3 |
|
|
2023
Q3 | $5.35M | Sell |
109,725
-340
| -0.3% | -$16.6K | 4.74% | 4 |
|
|
2023
Q2 | $5.87M | Buy |
110,065
+4,805
| +5% | +$256K | 4.42% | 4 |
|
|
2023
Q1 | $5.27M | Buy |
+105,260
| New | +$5.27M | 4.86% | 4 |
|
|
2022
Q4 | – | Sell |
-107,210
| Closed | -$4.7M | – | 83 |
|
|
2022
Q3 | $4.7M | Sell |
107,210
-4,385
| -4% | -$192K | 4.43% | 4 |
|
|
2022
Q2 | $5.05M | Sell |
111,595
-2,950
| -3% | -$133K | 4.39% | 3 |
|
|
2022
Q1 | $6.15M | Sell |
114,545
-84,840
| -43% | -$4.55M | 4.32% | 4 |
|
|
2021
Q4 | $11.3M | Buy |
+199,385
| New | +$11.3M | 7.93% | 2 |
|