Forte 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
Q2 | $1.73M | Sell |
27,848
-276
| -1% | -$17.1K | 0.88% | 35 |
|
|
2025
Q1 | $1.64M | Sell |
28,124
-2,212
| -7% | -$129K | 0.83% | 35 |
|
|
2024
Q4 | $1.89M | Sell |
30,336
-2,859
| -9% | -$178K | 1% | 34 |
|
|
2024
Q3 | $2.07M | Buy |
33,195
+162
| +0.5% | +$10.1K | 1.1% | 30 |
|
|
2024
Q2 | $1.93M | Buy |
33,033
+709
| +2% | +$41.5K | 1.14% | 28 |
|
|
2024
Q1 | $1.96M | Buy |
32,324
+1,474
| +5% | +$89.5K | 1.19% | 28 |
|
|
2023
Q4 | $1.71M | Buy |
30,850
+465
| +2% | +$25.8K | 1.17% | 29 |
|
|
2023
Q3 | $1.52M | Buy |
30,385
+210
| +0.7% | +$10.5K | 1.02% | 29 |
|
|
2023
Q2 | $1.58M | Sell |
30,175
-2,455
| -8% | -$128K | 1.02% | 29 |
|
|
2023
Q1 | $1.63M | Sell |
32,630
-1,665
| -5% | -$83.3K | 1.08% | 30 |
|
|
2022
Q4 | $1.66M | Buy |
34,295
+165
| +0.5% | +$7.98K | 1.08% | 33 |
|
|
2022
Q3 | $1.5M | Sell |
34,130
-1,190
| -3% | -$52.2K | 0.99% | 33 |
|
|
2022
Q2 | $1.6M | Buy |
+35,320
| New | +$1.6M | 1.11% | 27 |
|