Creative Capital Management 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
$295K Sell
4,754
-700
-13% -$43.4K 0.11% 37
2025
Q1
$318K Buy
5,454
+700
+15% +$40.8K 0.12% 38
2024
Q4
$296K Buy
4,754
+99
+2% +$6.17K 0.12% 39
2024
Q3
$290K Hold
4,655
0.12% 37
2024
Q2
$272K Sell
4,655
-255
-5% -$14.9K 0.13% 35
2024
Q1
$298K Buy
4,910
+255
+5% +$15.5K 0.15% 29
2023
Q4
$258K Hold
4,655
0.15% 32
2023
Q3
$232K Hold
4,655
0.16% 31
2023
Q2
$243K Hold
4,655
0.18% 33
2023
Q1
$233K Buy
4,655
+4,470
+2,416% +$224K 0.17% 42
2022
Q4
$9K Buy
+185
New +$9K 0.01% 128