Athena Investment Management’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 | $598K | Hold |
9,641
| – | – | 0.33% | 77 |
|
|
2025
Q1 | $563K | Sell |
9,641
-5
| -0.1% | -$292 | 0.34% | 69 |
|
|
2024
Q4 | $601K | Sell |
9,646
-5
| -0.1% | -$312 | 0.35% | 72 |
|
|
2024
Q3 | $601K | Buy |
9,651
+2
| +0% | +$125 | 0.34% | 66 |
|
|
2024
Q2 | $565K | Hold |
9,649
| – | – | 0.34% | 73 |
|
|
2024
Q1 | $586K | Sell |
9,649
-6
| -0.1% | -$364 | 0.35% | 70 |
|
|
2023
Q4 | $535K | Hold |
9,655
| – | – | 0.35% | 69 |
|
|
2023
Q3 | $481K | Hold |
9,655
| – | – | 0.34% | 67 |
|
|
2023
Q2 | $505K | Hold |
9,655
| – | – | 0.35% | 68 |
|
|
2023
Q1 | $483K | Hold |
9,655
| – | – | 0.35% | 69 |
|
|
2022
Q4 | $467K | Hold |
9,655
| – | – | 0.34% | 68 |
|
|
2022
Q3 | $423K | Buy |
9,655
+50
| +0.5% | +$2.19K | 0.36% | 69 |
|
|
2022
Q2 | $435K | Buy |
+9,605
| New | +$435K | 0.34% | 68 |
|