Forte Capital’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 | $327K | Sell |
5,270
-250
| -5% | -$15.5K | 0.04% | 209 |
|
|
2025
Q1 | $322K | Buy |
5,520
+191
| +4% | +$11.1K | 0.04% | 202 |
|
|
2024
Q4 | $332K | Buy |
5,329
+104
| +2% | +$6.48K | 0.04% | 193 |
|
|
2024
Q3 | $326K | Sell |
5,225
-660
| -11% | -$41.1K | 0.04% | 198 |
|
|
2024
Q2 | $344K | Buy |
5,885
+1,530
| +35% | +$89.5K | 0.04% | 181 |
|
|
2024
Q1 | $265K | Hold |
4,355
| – | – | 0.03% | 207 |
|
|
2023
Q4 | $241K | Hold |
4,355
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $217K | Buy |
+4,355
| New | +$217K | 0.03% | 202 |
|