EnRich Financial Partners’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 | $1.1M | Buy |
17,656
+4,442
| +34% | +$275K | 0.34% | 25 |
|
|
2025
Q1 | $771K | Buy |
13,214
+4
| +0% | +$233 | 0.26% | 27 |
|
|
2024
Q4 | $823K | Sell |
13,210
-227
| -2% | -$14.1K | 0.27% | 26 |
|
|
2024
Q3 | $837K | Hold |
13,437
| – | – | 0.28% | 26 |
|
|
2024
Q2 | $786K | Buy |
13,437
+1,822
| +16% | +$107K | 0.29% | 25 |
|
|
2024
Q1 | $706K | Sell |
11,615
-180
| -2% | -$10.9K | 0.26% | 25 |
|
|
2023
Q4 | $654K | Buy |
+11,795
| New | +$654K | 0.27% | 26 |
|