Ehrlich Financial Group’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 | $207K | Sell |
3,334
-125
| -4% | -$7.75K | 0.13% | 107 |
|
|
2025
Q1 | $202K | Sell |
3,459
-180
| -5% | -$10.5K | 0.15% | 100 |
|
|
2024
Q4 | $227K | Sell |
3,639
-1,099
| -23% | -$68.5K | 0.16% | 97 |
|
|
2024
Q3 | $295K | Sell |
4,738
-472
| -9% | -$29.4K | 0.21% | 77 |
|
|
2024
Q2 | $305K | Sell |
5,210
-6,841
| -57% | -$400K | 0.24% | 73 |
|
|
2024
Q1 | $732K | Sell |
12,051
-16,474
| -58% | -$1M | 0.62% | 34 |
|
|
2023
Q4 | $1.58M | Buy |
+28,525
| New | +$1.58M | 1.59% | 23 |
|