Buffington Mohr McNeal’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
Q1 | $2.4M | Buy |
41,081
+2,570
| +7% | +$150K | 0.47% | 41 |
|
|
2024
Q4 | $2.4M | Sell |
38,511
-7,915
| -17% | -$493K | 0.4% | 42 |
|
|
2024
Q3 | $2.89M | Sell |
46,426
-375
| -0.8% | -$23.4K | 0.48% | 42 |
|
|
2024
Q2 | $2.74M | Buy |
46,801
+17
| +0% | +$995 | 0.48% | 43 |
|
|
2024
Q1 | $2.84M | Sell |
46,784
-621
| -1% | -$37.7K | 0.51% | 41 |
|
|
2023
Q4 | $2.63M | Buy |
47,405
+40,000
| +540% | +$2.22M | 0.53% | 43 |
|
|
2023
Q3 | $369K | Sell |
7,405
-675
| -8% | -$33.7K | 0.08% | 101 |
|
|
2023
Q2 | $423K | Sell |
8,080
-1,920
| -19% | -$100K | 0.09% | 92 |
|
|
2023
Q1 | $500K | Sell |
10,000
-730
| -7% | -$36.5K | 0.11% | 95 |
|
|
2022
Q4 | $519K | Buy |
+10,730
| New | +$519K | 0.12% | 95 |
|
|
2019
Q2 | – | Sell |
-2,510
| Closed | -$95K | – | 215 |
|
|
2019
Q1 | $95K | Buy |
+2,510
| New | +$95K | 0.03% | 151 |
|