Financial Gravity Asset Management’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 | $153K | Buy |
+2,623
| New | +$153K | 0.03% | 176 |
|
|
2024
Q2 | $128K | Sell |
2,195
-4,111
| -65% | -$241K | 0.03% | 162 |
|
|
2024
Q1 | $609K | Sell |
6,306
-37,294
| -86% | -$3.6M | 0.08% | 98 |
|
|
2023
Q4 | $1.87M | Buy |
43,600
+5,230
| +14% | +$225K | 0.02% | 235 |
|
|
2023
Q3 | $1.58M | Buy |
38,370
+36,375
| +1,823% | +$1.5M | 0.02% | 249 |
|
|
2023
Q2 | $104 | Buy |
1,995
+485
| +32% | +$25 | ﹤0.01% | 1298 |
|
|
2023
Q1 | $76 | Buy |
+1,510
| New | +$76 | ﹤0.01% | 710 |
|
|
2021
Q1 | – | Sell |
-745
| Closed | -$34K | – | 850 |
|
|
2020
Q4 | $34K | Buy |
+745
| New | +$34K | 0.03% | 101 |
|
|
2020
Q2 | – | Sell |
-22,530
| Closed | -$628K | – | 426 |
|
|
2020
Q1 | $628K | Buy |
22,530
+205
| +0.9% | +$5.72K | 1.94% | 3 |
|
|
2019
Q4 | $235K | Buy |
22,325
+20,295
| +1,000% | +$214K | 0.16% | 89 |
|
|
2019
Q3 | $78K | Hold |
2,030
| – | – | 0.07% | 239 |
|
|
2019
Q2 | $79K | Hold |
2,030
| – | – | 0.06% | 256 |
|
|
2019
Q1 | $78K | Buy |
+2,030
| New | +$78K | 0.06% | 236 |
|
|
2018
Q3 | $74K | Buy |
2,030
+695
| +52% | +$25.3K | 0.08% | 250 |
|
|
2018
Q2 | $53K | Hold |
1,335
| – | – | 0.05% | 305 |
|
|
2018
Q1 | $50K | Buy |
+1,335
| New | +$50K | 0.05% | 311 |
|