Cynosure 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
Q2 | $1.34M | Sell |
21,535
-98
| -0.5% | -$6.08K | 0.15% | 66 |
|
|
2025
Q1 | $1.26M | Sell |
21,633
-46,397
| -68% | -$2.71M | 0.17% | 63 |
|
|
2024
Q4 | $4.24M | Sell |
68,030
-128
| -0.2% | -$7.98K | 0.63% | 26 |
|
|
2024
Q3 | $4.25M | Sell |
68,158
-11,937
| -15% | -$744K | 0.62% | 28 |
|
|
2024
Q2 | $4.69M | Sell |
80,095
-11,638
| -13% | -$681K | 0.75% | 22 |
|
|
2024
Q1 | $5.57M | Buy |
91,733
+943
| +1% | +$57.3K | 1% | 18 |
|
|
2023
Q4 | $5.03M | Buy |
90,790
+18,475
| +26% | +$1.02M | 0.9% | 22 |
|
|
2023
Q3 | $3.61M | Sell |
72,315
-2,230
| -3% | -$111K | 1.11% | 23 |
|
|
2023
Q2 | $3.9M | Buy |
+74,545
| New | +$3.9M | 1.17% | 22 |
|
|
2020
Q2 | – | Sell |
-251,355
| Closed | -$7.23M | – | 35 |
|
|
2020
Q1 | $7.23M | Sell |
251,355
-49,470
| -16% | -$1.42M | 5.17% | 7 |
|
|
2019
Q4 | $12.4M | Hold |
300,825
| – | – | 6.6% | 5 |
|
|
2019
Q3 | $11.6M | Hold |
300,825
| – | – | 6.32% | 5 |
|
|
2019
Q2 | $11.7M | Hold |
300,825
| – | – | 5.37% | 5 |
|
|
2019
Q1 | $11.4M | Hold |
300,825
| – | – | 7.06% | 5 |
|
|
2018
Q4 | $9.99M | Buy |
+300,825
| New | +$9.99M | 5.89% | 5 |
|