Carr Financial Group’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 | $13.4M | Buy |
216,285
+50,697
| +31% | +$3.14M | 3.96% | 8 |
|
|
2025
Q1 | $9.66M | Buy |
165,588
+489
| +0.3% | +$28.5K | 3.17% | 8 |
|
|
2024
Q4 | $10.3M | Buy |
165,099
+6,730
| +4% | +$419K | 3.19% | 8 |
|
|
2024
Q3 | $9.87M | Buy |
158,369
+16,342
| +12% | +$1.02M | 2.89% | 9 |
|
|
2024
Q2 | $8.31M | Sell |
142,027
-6,816
| -5% | -$399K | 2.64% | 10 |
|
|
2024
Q1 | $9.04M | Buy |
148,843
+7,398
| +5% | +$449K | 3.01% | 10 |
|
|
2023
Q4 | $7.84M | Sell |
141,445
-31,190
| -18% | -$1.73M | 2.9% | 10 |
|
|
2023
Q3 | $8.54M | Sell |
172,635
-15,250
| -8% | -$754K | 3.38% | 8 |
|
|
2023
Q2 | $9.83M | Buy |
187,885
+8,695
| +5% | +$455K | 3.92% | 8 |
|
|
2023
Q1 | $8.97M | Buy |
179,190
+20,000
| +13% | +$1M | 3.95% | 7 |
|
|
2022
Q4 | $7.7M | Buy |
+159,190
| New | +$7.7M | 4.05% | 7 |
|