Evernest Financial Advisors’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 | $16M | Buy |
257,361
+134
| +0.1% | +$8.31K | 5.16% | 3 |
|
|
2025
Q1 | $15M | Buy |
257,227
+1,033
| +0.4% | +$60.3K | 5.39% | 3 |
|
|
2024
Q4 | $16M | Buy |
256,194
+7,885
| +3% | +$491K | 4.14% | 6 |
|
|
2024
Q3 | $15.5M | Buy |
248,309
+5,407
| +2% | +$337K | 4.17% | 6 |
|
|
2024
Q2 | $14.2M | Buy |
242,902
+3,883
| +2% | +$227K | 6.37% | 2 |
|
|
2024
Q1 | $13.5M | Buy |
239,019
+13,659
| +6% | +$773K | 6.4% | 2 |
|
|
2023
Q4 | $12.5M | Buy |
+225,360
| New | +$12.5M | 6.34% | 1 |
|
|
2021
Q4 | $13.2M | Buy |
+234,690
| New | +$13.2M | 6.81% | 1 |
|