Forum Financial 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 | $381K | Buy |
6,146
+1,328
| +28% | +$82.4K | 0.01% | 529 |
|
|
2025
Q1 | $281K | Sell |
4,818
-794
| -14% | -$46.3K | ﹤0.01% | 625 |
|
|
2024
Q4 | $350K | Sell |
5,612
-684
| -11% | -$42.6K | 0.01% | 527 |
|
|
2024
Q3 | $392K | Buy |
6,296
+401
| +7% | +$25K | 0.01% | 408 |
|
|
2024
Q2 | $345K | Buy |
5,895
+1,279
| +28% | +$74.8K | 0.01% | 426 |
|
|
2024
Q1 | $280K | Buy |
4,616
+136
| +3% | +$8.26K | ﹤0.01% | 525 |
|
|
2023
Q4 | $248K | Buy |
4,480
+165
| +4% | +$9.15K | ﹤0.01% | 543 |
|
|
2023
Q3 | $215K | Sell |
4,315
-65
| -1% | -$3.24K | ﹤0.01% | 560 |
|
|
2023
Q2 | $229K | Sell |
4,380
-420
| -9% | -$22K | 0.01% | 554 |
|
|
2023
Q1 | $240K | Buy |
+4,800
| New | +$240K | 0.01% | 477 |
|