Capstone Financial Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $204K | Buy |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $203K | Buy |
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|
2024
Q1 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
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|
2018
Q2 | – | Hold |
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|
2018
Q1 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $883K | Sell |
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|
2015
Q1 | $1.47M | Buy |
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