Focus Partners Wealth’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 | $117M | Buy |
1,892,344
+181,756
| +11% | +$11.3M | 0.25% | 79 |
|
|
2025
Q1 | $99.8M | Buy |
1,710,588
+134,969
| +9% | +$7.88M | 0.25% | 86 |
|
|
2024
Q4 | $98.2M | Buy |
1,575,619
+1,037,435
| +193% | +$64.6M | 0.25% | 81 |
|
|
2024
Q3 | $33.5M | Sell |
538,184
-1,882,320
| -78% | -$117M | 0.11% | 190 |
|
|
2024
Q2 | $142M | Buy |
2,420,504
+1,254,338
| +108% | +$73.4M | 0.48% | 48 |
|
|
2024
Q1 | $70.8M | Buy |
1,166,166
+693,836
| +147% | +$42.1M | 0.58% | 35 |
|
|
2023
Q4 | $26.2M | Buy |
+472,330
| New | +$26.2M | 0.34% | 79 |
|