Embree 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 | $3.61M | Buy |
58,176
+13,336
| +30% | +$827K | 0.54% | 42 |
|
|
2025
Q1 | $2.62M | Buy |
44,840
+3,096
| +7% | +$181K | 0.44% | 43 |
|
|
2024
Q4 | $2.6M | Buy |
41,744
+6
| +0% | +$374 | 0.44% | 46 |
|
|
2024
Q3 | $2.6M | Buy |
41,738
+183
| +0.4% | +$11.4K | 0.46% | 46 |
|
|
2024
Q2 | $2.43M | Sell |
41,555
-9,152
| -18% | -$536K | 0.47% | 48 |
|
|
2024
Q1 | $3.08M | Sell |
50,707
-4,258
| -8% | -$259K | 0.6% | 40 |
|
|
2023
Q4 | $3.05M | Buy |
+54,965
| New | +$3.05M | 0.64% | 38 |
|