Coston McIsaac & Partners’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 | $65K | Hold |
1,058
| – | – | 0.02% | 262 |
|
|
2025
Q1 | $61K | Hold |
1,058
| – | – | 0.02% | 244 |
|
|
2024
Q4 | $65K | Hold |
1,058
| – | – | 0.02% | 242 |
|
|
2024
Q3 | $65 | Buy |
1,058
+91
| +9% | +$6 | 0.02% | 244 |
|
|
2024
Q2 | $56K | Hold |
967
| – | – | 0.02% | 247 |
|
|
2024
Q1 | $58K | Buy |
967
+2
| +0.2% | +$120 | 0.02% | 247 |
|
|
2023
Q4 | $53K | Buy |
965
+715
| +286% | +$39.3K | 0.02% | 246 |
|
|
2023
Q3 | $12K | Buy |
250
+55
| +28% | +$2.64K | ﹤0.01% | 450 |
|
|
2023
Q2 | $10K | Hold |
195
| – | – | ﹤0.01% | 500 |
|
|
2023
Q1 | $9K | Sell |
195
-4,040
| -95% | -$186K | ﹤0.01% | 501 |
|
|
2022
Q4 | $204 | Buy |
4,235
+4,040
| +2,072% | +$195 | 0.08% | 111 |
|
|
2022
Q3 | $8K | Buy |
195
+25
| +15% | +$1.03K | ﹤0.01% | 446 |
|
|
2022
Q2 | $8K | Buy |
+170
| New | +$8K | ﹤0.01% | 295 |
|