Clare Market Investments’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 | $200K | Buy |
+3,225
| New | +$200K | 0.04% | 138 |
|
2025
Q1 | – | Sell |
-3,225
| Closed | -$201K | – | 150 |
|
2024
Q4 | $201K | Hold |
3,225
| – | – | 0.05% | 142 |
|
2024
Q3 | $201K | Buy |
+3,225
| New | +$201K | 0.05% | 149 |
|
2024
Q2 | – | Sell |
-3,850
| Closed | -$234K | – | 151 |
|
2024
Q1 | $234K | Hold |
3,850
| – | – | 0.07% | 132 |
|
2023
Q4 | $213K | Sell |
3,850
-375
| -9% | -$20.8K | 0.07% | 135 |
|
2023
Q3 | $211K | Buy |
+4,225
| New | +$211K | 0.08% | 121 |
|