Fi3 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 | $251K | Buy |
4,053
+1
| +0% | +$62 | 0.09% | 119 |
|
|
2025
Q1 | $236K | Hold |
4,052
| – | – | 0.1% | 104 |
|
|
2024
Q4 | $252K | Buy |
4,052
+1
| +0% | +$62 | 0.09% | 93 |
|
|
2024
Q3 | $252K | Buy |
4,051
+1
| +0% | +$62 | 0.1% | 80 |
|
|
2024
Q2 | $237K | Buy |
4,050
+1
| +0% | +$59 | 0.1% | 70 |
|
|
2024
Q1 | $237K | Sell |
4,049
-86
| -2% | -$5.03K | 0.11% | 71 |
|
|
2023
Q4 | $229K | Hold |
4,135
| – | – | 0.11% | 63 |
|
|
2023
Q3 | $206K | Buy |
+4,135
| New | +$206K | 0.11% | 63 |
|