Fairfield 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
Q1 | – | Sell |
-988
| Closed | -$61.6K | – | 126 |
|
|
2024
Q4 | $61.6K | Buy |
988
+2
| +0.2% | +$125 | 0.02% | 105 |
|
|
2024
Q3 | $61.5K | Buy |
986
+1
| +0.1% | +$62 | 0.02% | 116 |
|
|
2024
Q2 | $57.6K | Buy |
+985
| New | +$57.6K | 0.02% | 117 |
|
|
2023
Q4 | $54.5K | Buy |
985
+5
| +0.5% | +$277 | 0.02% | 130 |
|
|
2023
Q3 | $48.8K | Hold |
980
| – | – | 0.02% | 138 |
|
|
2023
Q2 | $51.2K | Hold |
980
| – | – | 0.02% | 130 |
|
|
2023
Q1 | $48.1K | Sell |
980
-445
| -31% | -$21.8K | 0.02% | 150 |
|
|
2022
Q4 | $69K | Hold |
1,425
| – | – | 0.03% | 109 |
|
|
2022
Q3 | $62.4K | Buy |
1,425
+340
| +31% | +$14.9K | 0.03% | 104 |
|
|
2022
Q2 | $49K | Buy |
1,085
+5
| +0.5% | +$226 | 0.02% | 114 |
|
|
2022
Q1 | $58K | Buy |
+1,080
| New | +$58K | 0.02% | 116 |
|