Financial Strategies Group’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 | $3.56M | Buy |
56,102
+341
| +0.6% | +$21.6K | 0.74% | 30 |
|
|
2025
Q1 | $3.07M | Buy |
55,761
+4,339
| +8% | +$239K | 0.73% | 31 |
|
|
2024
Q4 | $3.18M | Sell |
51,422
-1,005
| -2% | -$62.2K | 0.76% | 30 |
|
|
2024
Q3 | $3.32M | Sell |
52,427
-95
| -0.2% | -$6.02K | 0.78% | 30 |
|
|
2024
Q2 | $3.03M | Sell |
52,522
-1,854
| -3% | -$107K | 0.76% | 30 |
|
|
2024
Q1 | $3.26M | Sell |
54,376
-5,974
| -10% | -$358K | 0.88% | 30 |
|
|
2023
Q4 | $3.3M | Sell |
60,350
-8,725
| -13% | -$477K | 0.94% | 27 |
|
|
2023
Q3 | $3.46M | Buy |
69,075
+3,745
| +6% | +$188K | 1.09% | 19 |
|
|
2023
Q2 | $3.42M | Sell |
65,330
-465
| -0.7% | -$24.3K | 1.09% | 20 |
|
|
2023
Q1 | $3.29M | Sell |
65,795
-1,870
| -3% | -$93.6K | 1.27% | 16 |
|
|
2022
Q4 | $3.27M | Sell |
67,665
-2,855
| -4% | -$138K | 1.36% | 18 |
|
|
2022
Q3 | $3.09M | Sell |
70,520
-19,885
| -22% | -$872K | 1.4% | 15 |
|
|
2022
Q2 | $4.09M | Buy |
90,405
+18,690
| +26% | +$846K | 1.71% | 14 |
|
|
2022
Q1 | $3.85M | Sell |
71,715
-560
| -0.8% | -$30.1K | 1.53% | 15 |
|
|
2021
Q4 | $4.09M | Buy |
72,275
+320
| +0.4% | +$18.1K | 1.67% | 15 |
|
|
2021
Q3 | $3.79M | Sell |
71,955
-525
| -0.7% | -$27.6K | 1.69% | 15 |
|
|
2021
Q2 | $3.9M | Sell |
72,480
-1,325
| -2% | -$71.2K | 1.8% | 14 |
|
|
2021
Q1 | $3.84M | Sell |
73,805
-8,235
| -10% | -$429K | 1.99% | 13 |
|
|
2020
Q4 | $3.77M | Sell |
82,040
-785
| -0.9% | -$36.1K | 2.1% | 13 |
|
|
2020
Q3 | $3.07M | Sell |
82,825
-9,855
| -11% | -$365K | 2.07% | 13 |
|
|
2020
Q2 | $3.3M | Sell |
92,680
-1,175
| -1% | -$41.8K | 2.45% | 12 |
|
|
2020
Q1 | $2.7M | Buy |
93,855
+8,460
| +10% | +$243K | 2.45% | 13 |
|
|
2019
Q4 | $3.52M | Buy |
+85,395
| New | +$3.52M | 2.83% | 9 |
|