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