Fortis Capital 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 | $2.14M | Buy |
34,525
+554
| +2% | +$34.4K | 0.38% | 39 |
|
|
2025
Q1 | $1.98M | Buy |
33,971
+25,002
| +279% | +$1.46M | 0.4% | 35 |
|
|
2024
Q4 | $555K | Sell |
8,969
-24,216
| -73% | -$1.5M | 0.19% | 104 |
|
|
2024
Q3 | $2.07M | Buy |
33,185
+25,456
| +329% | +$1.59M | 0.69% | 22 |
|
|
2024
Q2 | $452K | Buy |
7,729
+1,171
| +18% | +$68.5K | 0.16% | 108 |
|
|
2024
Q1 | $398K | Buy |
+6,558
| New | +$398K | 0.17% | 109 |
|
|
2023
Q3 | – | Sell |
-6,900
| Closed | -$361K | – | 112 |
|
|
2023
Q2 | $361K | Sell |
6,900
-4,140
| -38% | -$217K | 0.21% | 64 |
|
|
2023
Q1 | $552K | Buy |
11,040
+6,880
| +165% | +$344K | 0.3% | 51 |
|
|
2022
Q4 | $201K | Buy |
+4,160
| New | +$201K | 0.12% | 120 |
|