Cape Investment Advisory’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 | $46.5K | Hold |
750
| – | – | 0.02% | 378 |
|
|
2025
Q1 | $43.8K | Hold |
750
| – | – | 0.02% | 351 |
|
|
2024
Q4 | $46.7K | Buy |
+750
| New | +$46.7K | 0.02% | 341 |
|
|
2024
Q1 | – | Sell |
-105
| Closed | -$5.82K | – | 1044 |
|
|
2023
Q4 | $5.82K | Sell |
105
-620
| -86% | -$34.4K | ﹤0.01% | 757 |
|
|
2023
Q3 | $36.2K | Buy |
725
+410
| +130% | +$20.4K | 0.02% | 347 |
|
|
2023
Q2 | $16.5K | Hold |
315
| – | – | 0.01% | 473 |
|
|
2023
Q1 | $15.8K | Buy |
+315
| New | +$15.8K | 0.01% | 462 |
|