Bill Few Associates’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 | $531K | Buy |
8,561
+955
| +13% | +$59.2K | 0.15% | 107 |
|
|
2025
Q1 | $444K | Sell |
7,606
-650
| -8% | -$37.9K | 0.16% | 104 |
|
|
2024
Q4 | $514K | Sell |
8,256
-2,125
| -20% | -$132K | 0.18% | 94 |
|
|
2024
Q3 | $647K | Buy |
10,381
+5
| +0% | +$312 | 0.23% | 81 |
|
|
2024
Q2 | $607K | Sell |
10,376
-927
| -8% | -$54.2K | 0.23% | 79 |
|
|
2024
Q1 | $687K | Sell |
11,303
-252
| -2% | -$15.3K | 0.28% | 70 |
|
|
2023
Q4 | $641K | Buy |
11,555
+3,850
| +50% | +$213K | 0.29% | 68 |
|
|
2023
Q3 | $384K | Sell |
7,705
-205
| -3% | -$10.2K | 0.2% | 89 |
|
|
2023
Q2 | $414K | Sell |
7,910
-1,165
| -13% | -$60.9K | 0.21% | 83 |
|
|
2023
Q1 | $454K | Buy |
9,075
+1,040
| +13% | +$52K | 0.25% | 75 |
|
|
2022
Q4 | $389K | Buy |
8,035
+690
| +9% | +$33.4K | 0.23% | 81 |
|
|
2022
Q3 | $322K | Sell |
7,345
-845
| -10% | -$37K | 0.22% | 86 |
|
|
2022
Q2 | $371K | Sell |
8,190
-345
| -4% | -$15.6K | 0.24% | 76 |
|
|
2022
Q1 | $458K | Sell |
8,535
-310
| -4% | -$16.6K | 0.25% | 73 |
|
|
2021
Q4 | $501K | Buy |
+8,845
| New | +$501K | 0.26% | 68 |
|