Envestnet Portfolio Solutions’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 | $32.2M | Sell |
518,912
-109,376
| -17% | -$6.78M | 0.12% | 88 |
|
2025
Q1 | $36.7M | Buy |
628,288
+10,372
| +2% | +$605K | 0.14% | 84 |
|
2024
Q4 | $38.5M | Buy |
617,916
+99,747
| +19% | +$6.22M | 0.13% | 89 |
|
2024
Q3 | $32.3M | Sell |
518,169
-43,906
| -8% | -$2.74M | 0.1% | 99 |
|
2024
Q2 | $32.9M | Sell |
562,075
-60,999
| -10% | -$3.57M | 0.11% | 97 |
|
2024
Q1 | $37.8M | Buy |
623,074
+94,019
| +18% | +$5.71M | 0.14% | 84 |
|
2023
Q4 | $29.3M | Sell |
529,055
-1,038,900
| -66% | -$57.6M | 0.12% | 96 |
|
2023
Q3 | $78.2M | Buy |
+1,567,955
| New | +$78.2M | 0.37% | 47 |
|