CarsonAllaria Wealth Management’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 | $68.4K | Buy |
1,102
+470
| +74% | +$29.2K | 0.04% | 121 |
|
|
2025
Q1 | $36.9K | Buy |
632
+93
| +17% | +$5.43K | 0.02% | 148 |
|
|
2024
Q4 | $33.6K | Buy |
539
+478
| +784% | +$29.8K | 0.02% | 156 |
|
|
2024
Q3 | $3.81K | Buy |
+61
| New | +$3.81K | ﹤0.01% | 319 |
|
|
2024
Q2 | – | Sell |
-1,900
| Closed | -$115K | – | 395 |
|
|
2024
Q1 | $115K | Buy |
+1,900
| New | +$115K | 0.07% | 90 |
|