Alpha Financial 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
Q2 | $6.71M | Buy |
108,219
+896
| +0.8% | +$55.6K | 4.84% | 3 |
|
|
2025
Q1 | $6.26M | Buy |
107,323
+5,232
| +5% | +$305K | 5.02% | 3 |
|
|
2024
Q4 | $6.36M | Buy |
102,091
+97,353
| +2,055% | +$6.07M | 5.03% | 3 |
|
|
2024
Q3 | $295K | Sell |
4,738
-97,966
| -95% | -$6.1M | 0.21% | 77 |
|
|
2024
Q2 | $6.01M | Buy |
102,704
+3,797
| +4% | +$222K | 5.2% | 3 |
|
|
2024
Q1 | $6.01M | Buy |
98,907
+2,757
| +3% | +$167K | 5.47% | 3 |
|
|
2023
Q4 | $5.33M | Buy |
96,150
+38,800
| +68% | +$2.15M | 5.26% | 3 |
|
|
2023
Q3 | $2.86M | Buy |
57,350
+7,535
| +15% | +$376K | 3.32% | 7 |
|
|
2023
Q2 | $2.61M | Sell |
49,815
-13,105
| -21% | -$685K | 2.77% | 8 |
|
|
2023
Q1 | $3.15M | Sell |
62,920
-5,990
| -9% | -$300K | 3.54% | 6 |
|
|
2022
Q4 | $3.33M | Buy |
+68,910
| New | +$3.33M | 4.04% | 5 |
|