Ethos 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 | $1,000K | Sell |
16,122
-1,023
| -6% | -$63.4K | 0.09% | 170 |
|
2025
Q1 | $1.04M | Hold |
17,145
| – | – | 0.1% | 156 |
|
2024
Q4 | $1.07M | Buy |
17,145
+7,315
| +74% | +$456K | 0.14% | 103 |
|
2024
Q3 | $613K | Buy |
9,830
+242
| +3% | +$15.1K | 0.1% | 115 |
|
2024
Q2 | $561K | Buy |
9,588
+452
| +5% | +$26.4K | 0.1% | 123 |
|
2024
Q1 | $555K | Sell |
9,136
-399
| -4% | -$24.2K | 0.11% | 137 |
|
2023
Q4 | $529K | Sell |
9,535
-1,865
| -16% | -$103K | 0.11% | 137 |
|
2023
Q3 | $571K | Buy |
+11,400
| New | +$571K | 0.15% | 85 |
|