Fortis Capital 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 | $374K | Buy |
6,033
+2,190
| +57% | +$136K | 0.06% | 119 |
|
|
2025
Q1 | $224K | Buy |
3,843
+32
| +0.8% | +$1.87K | 0.04% | 136 |
|
|
2024
Q4 | $237K | Sell |
3,811
-118
| -3% | -$7.35K | 0.04% | 121 |
|
|
2024
Q3 | $245K | Buy |
3,929
+37
| +1% | +$2.31K | 0.05% | 113 |
|
|
2024
Q2 | $228K | Buy |
3,892
+277
| +8% | +$16.2K | 0.05% | 113 |
|
|
2024
Q1 | $220K | Sell |
3,615
-360
| -9% | -$21.9K | 0.06% | 105 |
|
|
2023
Q4 | $220K | Sell |
3,975
-1,075
| -21% | -$59.6K | 0.06% | 126 |
|
|
2023
Q3 | $252K | Buy |
5,050
+440
| +10% | +$22K | 0.08% | 117 |
|
|
2023
Q2 | $241K | Buy |
4,610
+180
| +4% | +$9.41K | 0.09% | 92 |
|
|
2023
Q1 | $222K | Buy |
+4,430
| New | +$222K | 0.09% | 88 |
|