Diversify Advisory Services’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
$5.76M Buy
90,404
+40,289
+80% +$2.57M 0.22% 75
2025
Q1
$2.86M Buy
50,115
+1,458
+3% +$83.2K 0.18% 92
2024
Q4
$3.01M Buy
48,657
+6,027
+14% +$373K 0.17% 92
2024
Q3
$2.67M Buy
42,630
+2,769
+7% +$174K 0.14% 125
2024
Q2
$2.3M Buy
39,861
+3,871
+11% +$223K 0.13% 147
2024
Q1
$2.17M Buy
+35,990
New +$2.17M 0.13% 152