Financial Council’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 | $6.66M | Buy |
107,333
+342
| +0.3% | +$21.2K | 3.21% | 8 |
|
|
2025
Q1 | $6.24M | Buy |
106,991
+144
| +0.1% | +$8.4K | 3.37% | 8 |
|
|
2024
Q4 | $6.66M | Buy |
106,847
+1,537
| +1% | +$95.8K | 3.43% | 8 |
|
|
2024
Q3 | $6.56M | Buy |
105,310
+515
| +0.5% | +$32.1K | 3.42% | 7 |
|
|
2024
Q2 | $6.13M | Buy |
104,795
+5,445
| +5% | +$319K | 3.43% | 7 |
|
|
2024
Q1 | $6.03M | Sell |
99,350
-155
| -0.2% | -$9.42K | 3.57% | 7 |
|
|
2023
Q4 | $5.52M | Sell |
99,505
-65
| -0.1% | -$3.6K | 3.7% | 7 |
|
|
2023
Q3 | $4.97M | Buy |
99,570
+3,670
| +4% | +$183K | 3.95% | 7 |
|
|
2023
Q2 | $5.02M | Sell |
95,900
-1,970
| -2% | -$103K | 3.83% | 7 |
|
|
2023
Q1 | $4.9M | Buy |
97,870
+5,560
| +6% | +$278K | 3.99% | 7 |
|
|
2022
Q4 | $4.47M | Buy |
92,310
+3,900
| +4% | +$189K | 2.8% | 11 |
|
|
2022
Q3 | $3.88M | Sell |
88,410
-30
| -0% | -$1.32K | 4.48% | 9 |
|
|
2022
Q2 | $4M | Buy |
88,440
+4,005
| +5% | +$181K | 4.99% | 9 |
|
|
2022
Q1 | $4.53M | Buy |
84,435
+5,285
| +7% | +$284K | 5.49% | 8 |
|
|
2021
Q4 | $4.48M | Buy |
79,150
+7,865
| +11% | +$445K | 5.35% | 7 |
|
|
2021
Q3 | $3.75M | Buy |
+71,285
| New | +$3.75M | 5.29% | 7 |
|