Fortune Financial 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 | $1.14M | Sell |
18,424
-422
| -2% | -$26.2K | 0.92% | 34 |
|
|
2025
Q1 | $1.1M | Sell |
18,846
-297
| -2% | -$17.3K | 0.95% | 35 |
|
|
2024
Q4 | $1.19M | Buy |
19,143
+5
| +0% | +$312 | 1.08% | 33 |
|
|
2024
Q3 | $1.19M | Sell |
19,138
-1,668
| -8% | -$104K | 1.08% | 33 |
|
|
2024
Q2 | $1.22M | Sell |
20,806
-1,258
| -6% | -$73.6K | 0.75% | 44 |
|
|
2024
Q1 | $1.34M | Sell |
22,064
-541
| -2% | -$32.9K | 0.85% | 33 |
|
|
2023
Q4 | $1.25M | Sell |
22,605
-2,180
| -9% | -$121K | 0.87% | 35 |
|
|
2023
Q3 | $1.24M | Sell |
24,785
-225
| -0.9% | -$11.2K | 0.95% | 32 |
|
|
2023
Q2 | $1.31M | Buy |
+25,010
| New | +$1.31M | 0.98% | 33 |
|