EA
Enclave Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82M | Sell |
126,013
-32,855
| -21% | -$2.04M | 1.26% | 22 |
|
|
2025
Q1 | $9.27M | Sell |
158,868
-18,097
| -10% | -$1.06M | 1.58% | 20 |
|
|
2024
Q4 | $11M | Buy |
176,965
+68,010
| +62% | +$4.24M | 1.81% | 17 |
|
|
2024
Q3 | $6.79M | Buy |
+108,955
| New | +$6.79M | 1.15% | 21 |
|