Everpar 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 | $3.23M | Buy |
52,133
+10,366
| +25% | +$643K | 1.47% | 13 |
|
|
2025
Q1 | $2.44M | Buy |
41,767
+5,789
| +16% | +$338K | 1.29% | 12 |
|
|
2024
Q4 | $2.24M | Buy |
35,978
+1,720
| +5% | +$107K | 1.13% | 16 |
|
|
2024
Q3 | $2.13M | Buy |
34,258
+3,018
| +10% | +$188K | 1.1% | 15 |
|
|
2024
Q2 | $1.83M | Buy |
31,240
+8,978
| +40% | +$525K | 0.92% | 19 |
|
|
2024
Q1 | $1.35M | Buy |
22,262
+4,672
| +27% | +$284K | 0.82% | 22 |
|
|
2023
Q4 | $975K | Buy |
+17,590
| New | +$975K | 0.45% | 59 |
|