Fortis Group 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 | $1.39M | Sell |
22,011
-1,311
| -6% | -$82.6K | 0.25% | 96 |
|
2025
Q1 | $1.36M | Sell |
23,322
-920
| -4% | -$53.7K | 0.26% | 93 |
|
2024
Q4 | $1.51M | Buy |
24,242
+15,502
| +177% | +$966K | 0.28% | 82 |
|
2024
Q3 | $545K | Sell |
8,740
-1,889
| -18% | -$118K | 0.1% | 117 |
|
2024
Q2 | $622K | Buy |
10,629
+234
| +2% | +$13.7K | 0.12% | 108 |
|
2024
Q1 | $631K | Buy |
+10,395
| New | +$631K | 0.12% | 117 |
|