Canopy 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 | $323K | Hold |
5,201
| – | – | 0.12% | 145 |
|
|
2025
Q1 | $303K | Buy |
5,201
+521
| +11% | +$30.4K | 0.12% | 142 |
|
|
2024
Q4 | $292K | Hold |
4,680
| – | – | 0.11% | 145 |
|
|
2024
Q3 | $292K | Hold |
4,680
| – | – | 0.13% | 142 |
|
|
2024
Q2 | $274K | Sell |
4,680
-5
| -0.1% | -$293 | 0.13% | 141 |
|
|
2024
Q1 | $285K | Hold |
4,685
| – | – | 0.14% | 135 |
|
|
2023
Q4 | $260K | Buy |
+4,685
| New | +$260K | 0.16% | 127 |
|