Allie Family Office’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 | $1.12M | Buy |
18,052
+41
| +0.2% | +$2.54K | 0.55% | 30 |
|
|
2025
Q1 | $1.05M | Buy |
18,011
+1,242
| +7% | +$72.5K | 0.57% | 27 |
|
|
2024
Q4 | $1.04M | Hold |
16,769
| – | – | 0.58% | 29 |
|
|
2024
Q3 | $1.05M | Hold |
16,769
| – | – | 0.56% | 27 |
|
|
2024
Q2 | $981K | Sell |
16,769
-1,987
| -11% | -$116K | 0.59% | 28 |
|
|
2024
Q1 | $1.14M | Sell |
18,756
-10,759
| -36% | -$654K | 0.67% | 27 |
|
|
2023
Q4 | $1.64M | Buy |
+29,515
| New | +$1.64M | 1.13% | 17 |
|
|
2023
Q3 | – | Sell |
-18,495
| Closed | -$967K | – | 70 |
|
|
2023
Q2 | $967K | Buy |
18,495
+3,765
| +26% | +$197K | 0.69% | 21 |
|
|
2023
Q1 | $737K | Buy |
14,730
+2,955
| +25% | +$148K | 0.55% | 29 |
|
|
2022
Q4 | $570K | Hold |
11,775
| – | – | 0.47% | 34 |
|
|
2022
Q3 | $516K | Sell |
11,775
-13,465
| -53% | -$590K | 0.44% | 35 |
|
|
2022
Q2 | $1.14M | Sell |
25,240
-300
| -1% | -$13.6K | 0.93% | 19 |
|
|
2022
Q1 | $1.37M | Sell |
25,540
-8,835
| -26% | -$474K | 1.05% | 21 |
|
|
2021
Q4 | $1.95M | Buy |
+34,375
| New | +$1.95M | 1.53% | 14 |
|