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 |
|