Fort Sheridan Advisors’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 | $518K | Hold |
8,354
| – | – | 0.07% | 154 |
|
|
2025
Q1 | $487K | Buy |
8,354
+195
| +2% | +$11.4K | 0.07% | 152 |
|
|
2024
Q4 | $508K | Hold |
8,159
| – | – | 0.07% | 151 |
|
|
2024
Q3 | $508K | Hold |
8,159
| – | – | 0.08% | 151 |
|
|
2024
Q2 | $477K | Buy |
8,159
+34
| +0.4% | +$1.99K | 0.08% | 150 |
|
|
2024
Q1 | $494K | Buy |
8,125
+70
| +0.9% | +$4.25K | 0.09% | 133 |
|
|
2023
Q4 | $446K | Buy |
8,055
+80
| +1% | +$4.43K | 0.09% | 132 |
|
|
2023
Q3 | $398K | Hold |
7,975
| – | – | 0.09% | 127 |
|
|
2023
Q2 | $417K | Hold |
7,975
| – | – | 0.1% | 129 |
|
|
2023
Q1 | $399K | Buy |
7,975
+240
| +3% | +$12K | 0.1% | 131 |
|
|
2022
Q4 | $374K | Sell |
7,735
-4,840
| -38% | -$234K | 0.12% | 124 |
|
|
2022
Q3 | $551K | Sell |
12,575
-100
| -0.8% | -$4.38K | 0.19% | 96 |
|
|
2022
Q2 | $573K | Hold |
12,675
| – | – | 0.19% | 91 |
|
|
2022
Q1 | $680K | Sell |
12,675
-50
| -0.4% | -$2.68K | 0.2% | 87 |
|
|
2021
Q4 | $720K | Hold |
12,725
| – | – | 0.21% | 79 |
|
|
2021
Q3 | $670K | Buy |
12,725
+295
| +2% | +$15.5K | 0.22% | 82 |
|
|
2021
Q2 | $668K | Buy |
12,430
+825
| +7% | +$44.3K | 0.22% | 79 |
|
|
2021
Q1 | $604K | Buy |
+11,605
| New | +$604K | 0.24% | 66 |
|