CBIZ Investment Advisory Services’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 | $2.01M | Sell |
32,398
-3,129
| -9% | -$194K | 0.09% | 19 |
|
|
2025
Q1 | $2.07M | Sell |
35,527
-117
| -0.3% | -$6.83K | 0.1% | 19 |
|
|
2024
Q4 | $2.22M | Sell |
35,644
-3,510
| -9% | -$219K | 0.11% | 20 |
|
|
2024
Q3 | $2.44M | Buy |
39,154
+6,209
| +19% | +$387K | 0.13% | 21 |
|
|
2024
Q2 | $1.93M | Buy |
32,945
+1,482
| +5% | +$86.7K | 0.11% | 19 |
|
|
2024
Q1 | $1.91M | Buy |
31,463
+5,543
| +21% | +$337K | 0.13% | 21 |
|
|
2023
Q4 | $1.44M | Buy |
+25,920
| New | +$1.44M | 0.11% | 21 |
|