Forthright Family Wealth Advisory’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 | $386K | Buy |
6,218
+2,578
| +71% | +$160K | 0.24% | 39 |
|
|
2025
Q1 | $212K | Hold |
3,640
| – | – | 0.14% | 52 |
|
|
2024
Q4 | $227K | Hold |
3,640
| – | – | 0.15% | 51 |
|
|
2024
Q3 | $243K | Sell |
3,640
-910
| -20% | -$60.7K | 0.16% | 55 |
|
|
2024
Q2 | $266K | Sell |
4,550
-10
| -0.2% | -$585 | 0.17% | 54 |
|
|
2024
Q1 | $277K | Buy |
+4,560
| New | +$277K | 0.19% | 49 |
|