Dale Q Rice Investment Management’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
$2.07M Sell
32,943
-35,319
-52% -$2.22M 1.72% 11
2025
Q1
$3.98M Sell
68,262
-2,438
-3% -$142K 2.06% 11
2024
Q4
$4.41M Buy
+70,700
New +$4.41M 1.94% 10