Custos Family Office’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 | $284K | Buy |
4,585
+157
| +4% | +$9.74K | 0.09% | 62 |
|
|
2025
Q1 | $258K | Sell |
4,428
-464
| -9% | -$27.1K | 0.09% | 57 |
|
|
2024
Q4 | $305K | Buy |
4,892
+10
| +0.2% | +$623 | 0.11% | 56 |
|
|
2024
Q3 | $304K | Sell |
4,882
-316
| -6% | -$19.7K | 0.11% | 48 |
|
|
2024
Q2 | $304K | Buy |
5,198
+6
| +0.1% | +$351 | 0.12% | 48 |
|
|
2024
Q1 | $315K | Buy |
5,192
+7
| +0.1% | +$425 | 0.16% | 36 |
|
|
2023
Q4 | $287K | Buy |
5,185
+20
| +0.4% | +$1.11K | 0.15% | 37 |
|
|
2023
Q3 | $258K | Sell |
5,165
-2,000
| -28% | -$99.8K | 0.17% | 35 |
|
|
2023
Q2 | $375K | Buy |
7,165
+5
| +0.1% | +$262 | 0.24% | 29 |
|
|
2023
Q1 | $358K | Buy |
7,160
+10
| +0.1% | +$500 | 0.25% | 27 |
|
|
2022
Q4 | $346K | Buy |
7,150
+10
| +0.1% | +$484 | 0.28% | 29 |
|
|
2022
Q3 | $313K | Buy |
7,140
+2,510
| +54% | +$110K | 0.31% | 17 |
|
|
2022
Q2 | $209K | Buy |
+4,630
| New | +$209K | 0.19% | 19 |
|