Eley Financial Management’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
$15M Buy
241,480
+1,260
+0.5% +$78.1K 5.75% 3
2025
Q1
$14.1M Buy
240,220
+6,223
+3% +$365K 5.65% 3
2024
Q4
$14.6M Buy
233,997
+8,408
+4% +$524K 5.68% 3
2024
Q3
$14.1M Buy
225,589
+113
+0.1% +$7.04K 5.66% 3
2024
Q2
$13.2M Buy
225,476
+304
+0.1% +$17.8K 5.59% 3
2024
Q1
$13.7M Buy
225,172
+2,227
+1% +$135K 5.89% 3
2023
Q4
$12.4M Buy
222,945
+5,130
+2% +$284K 5.79% 3
2023
Q3
$10.9M Sell
217,815
-3,775
-2% -$189K 5.55% 4
2023
Q2
$11.6M Buy
221,590
+2,420
+1% +$127K 5.64% 4
2023
Q1
$11M Buy
219,170
+1,970
+0.9% +$98.6K 5.67% 4
2022
Q4
$10.5M Buy
+217,200
New +$10.5M 5.66% 4