Clear Point 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 | $413K | Sell |
6,658
-179
| -3% | -$11.1K | 0.35% | 77 |
|
|
2025
Q1 | $399K | Sell |
6,837
-837
| -11% | -$48.8K | 0.36% | 74 |
|
|
2024
Q4 | $478K | Buy |
7,674
+38
| +0.5% | +$2.37K | 0.41% | 71 |
|
|
2024
Q3 | $476K | Sell |
7,636
-960
| -11% | -$59.8K | 0.37% | 69 |
|
|
2024
Q2 | $503K | Buy |
8,596
+337
| +4% | +$19.7K | 0.41% | 61 |
|
|
2024
Q1 | $502K | Sell |
8,259
-71
| -0.9% | -$4.31K | 0.41% | 66 |
|
|
2023
Q4 | $462K | Buy |
+8,330
| New | +$462K | 0.41% | 62 |
|