Capstone Financial Advisors’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 | $217K | Buy |
3,504
+9
| +0.3% | +$558 | 0.01% | 147 |
|
|
2025
Q1 | $204K | Buy |
3,495
+9
| +0.3% | +$525 | 0.01% | 140 |
|
|
2024
Q4 | $217K | Buy |
3,486
+13
| +0.4% | +$810 | 0.01% | 137 |
|
|
2024
Q3 | $216K | Buy |
3,473
+12
| +0.3% | +$748 | 0.01% | 132 |
|
|
2024
Q2 | $203K | Buy |
3,461
+8
| +0.2% | +$468 | 0.01% | 136 |
|
|
2024
Q1 | $210K | Buy |
+3,453
| New | +$210K | 0.01% | 131 |
|
|
2020
Q1 | – | Sell |
-5,930
| Closed | -$244K | – | 106 |
|
|
2019
Q4 | $244K | Buy |
+5,930
| New | +$244K | 0.03% | 75 |
|
|
2018
Q2 | – | Hold |
0
| – | -$257K | – | 89 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 59 |
|
|
2016
Q2 | – | Hold |
0
| – | -$1.32M | – | 77 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 20 |
|
|
2015
Q3 | – | Sell |
-29,435
| Closed | -$883K | – | 86 |
|
|
2015
Q2 | $883K | Sell |
29,435
-18,945
| -39% | -$568K | 0.34% | 25 |
|
|
2015
Q1 | $1.47M | Buy |
+48,380
| New | +$1.47M | 0.57% | 17 |
|