Diversified Portfolios Inc’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
$2.53M Buy
40,849
+249
+0.6% +$15.4K 0.24% 59
2025
Q1
$2.37M Sell
40,600
-350
-0.9% -$20.4K 0.25% 57
2024
Q4
$2.55M Sell
40,950
-170
-0.4% -$10.6K 0.28% 56
2024
Q3
$2.56M Sell
41,120
-4,255
-9% -$265K 0.29% 55
2024
Q2
$2.66M Sell
45,375
-75
-0.2% -$4.39K 0.35% 47
2024
Q1
$2.76M Buy
45,450
+1,755
+4% +$107K 0.39% 46
2023
Q4
$2.42M Buy
43,695
+8,380
+24% +$465K 0.38% 43
2023
Q3
$1.76M Sell
35,315
-145
-0.4% -$7.23K 0.33% 45
2023
Q2
$1.85M Buy
35,460
+1,485
+4% +$77.7K 0.37% 43
2023
Q1
$1.7M Buy
+33,975
New +$1.7M 0.38% 40