Community Financial Services 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
Q1
Sell
-5,608
Closed -$349K 104
2024
Q4
$349K Sell
5,608
-23,631
-81% -$1.47M 0.07% 99
2024
Q3
$1.82M Sell
29,239
-797
-3% -$49.7K 0.37% 65
2024
Q2
$1.76M Buy
30,036
+311
+1% +$18.2K 0.38% 66
2024
Q1
$1.81M Buy
+29,725
New +$1.81M 0.41% 67
2015
Q4
Sell
-1,465
Closed -$40K 140
2015
Q3
$40K Hold
1,465
0.02% 135
2015
Q2
$44K Hold
1,465
0.02% 140
2015
Q1
$45K Hold
1,465
0.02% 135
2014
Q4
$42K Buy
+1,465
New +$42K 0.02% 142