Coordinated Financial 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
$953K Sell
15,366
-6,749
-31% -$419K 0.66% 50
2025
Q1
$1.29M Sell
22,115
-1,975
-8% -$115K 0.99% 30
2024
Q4
$1.5M Buy
+24,090
New +$1.5M 1.17% 20
2024
Q2
$1.34M Sell
22,950
-3,388
-13% -$198K 1.15% 25
2024
Q1
$1.6M Buy
+26,338
New +$1.6M 1.4% 14