Fingerlakes Wealth 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
Q2 | $314K | Sell |
5,062
-35
| -0.7% | -$2.17K | 0.23% | 77 |
|
|
2025
Q1 | $297K | Buy |
5,097
+1,149
| +29% | +$67.1K | 0.25% | 74 |
|
|
2024
Q4 | $246K | Sell |
3,948
-9
| -0.2% | -$561 | 0.2% | 79 |
|
|
2024
Q3 | $247K | Buy |
3,957
+14
| +0.4% | +$873 | 0.21% | 80 |
|
|
2024
Q2 | $231K | Buy |
3,943
+10
| +0.3% | +$585 | 0.21% | 84 |
|
|
2024
Q1 | $239K | Buy |
+3,933
| New | +$239K | 0.23% | 84 |
|