Alpha 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 | $262K | Sell |
4,221
-1
| -0% | -$62 | 0.1% | 54 |
|
|
2025
Q1 | $246K | Sell |
4,222
-51
| -1% | -$2.98K | 0.11% | 43 |
|
|
2024
Q4 | $266K | Sell |
4,273
-2
| -0% | -$125 | 0.12% | 41 |
|
|
2024
Q3 | $266K | Buy |
+4,275
| New | +$266K | 0.12% | 39 |
|
|
2024
Q2 | – | Sell |
-4,672
| Closed | -$284K | – | 43 |
|
|
2024
Q1 | $284K | Sell |
4,672
-108
| -2% | -$6.56K | 0.13% | 34 |
|
|
2023
Q4 | $265K | Buy |
+4,780
| New | +$265K | 0.13% | 33 |
|