Annis Gardner Whiting Capital 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 | $184K | Hold |
2,973
| – | – | 0.06% | 216 |
|
|
2025
Q1 | $173K | Hold |
2,973
| – | – | 0.07% | 200 |
|
|
2024
Q4 | $185K | Hold |
2,973
| – | – | 0.05% | 208 |
|
|
2024
Q3 | $185K | Hold |
2,973
| – | – | 0.05% | 214 |
|
|
2024
Q2 | $174K | Sell |
2,973
-235
| -7% | -$13.8K | 0.05% | 225 |
|
|
2024
Q1 | $195K | Buy |
3,208
+1,513
| +89% | +$91.9K | 0.07% | 185 |
|
|
2023
Q4 | $94K | Buy |
1,695
+5
| +0.3% | +$277 | 0.04% | 228 |
|
|
2023
Q3 | $84.7K | Buy |
+1,690
| New | +$84.7K | 0.05% | 229 |
|