Econ Financial 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
$9.86M Buy
158,983
+11,262
+8% +$698K 5.08% 4
2025
Q1
$8.62M Buy
147,721
+50,664
+52% +$2.96M 4.59% 4
2024
Q4
$6.05M Buy
97,057
+34,339
+55% +$2.14M 3.47% 6
2024
Q3
$3.91M Buy
62,718
+648
+1% +$40.4K 2.19% 8
2024
Q2
$3.63M Sell
62,070
-56,665
-48% -$3.32M 2.25% 8
2024
Q1
$7.21M Sell
118,735
-10,570
-8% -$642K 4.48% 3
2023
Q4
$7.17M Sell
129,305
-11,460
-8% -$635K 5.04% 4
2023
Q3
$7.02M Buy
+140,765
New +$7.02M 5.12% 4
2022
Q1
Sell
-250
Closed -$14K 174
2021
Q4
$14K Buy
+250
New +$14K 0.01% 113