FPCG
Forum Private Client Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
76,065
+6,458
| +9% | +$401K | 1.82% | 17 |
|
|
2025
Q1 | $4.06M | Sell |
69,607
-1,183
| -2% | -$69K | 1.76% | 18 |
|
|
2024
Q4 | $4.41M | Sell |
70,790
-1,626
| -2% | -$101K | 1.96% | 16 |
|
|
2024
Q3 | $4.51M | Sell |
72,416
-346
| -0.5% | -$21.6K | 2% | 15 |
|
|
2024
Q2 | $4.26M | Sell |
72,762
-2,637
| -3% | -$154K | 2.02% | 15 |
|
|
2024
Q1 | $4.58M | Buy |
75,399
+60,555
| +408% | +$3.68M | 2.22% | 15 |
|
|
2023
Q4 | $4.11M | Buy |
+14,844
| New | +$4.11M | 2.15% | 14 |
|
|
2023
Q3 | – | Sell |
-15,900
| Closed | -$4.16M | – | 27 |
|
|
2023
Q2 | $4.16M | Sell |
15,900
-237
| -1% | -$62K | 2.38% | 15 |
|
|
2023
Q1 | $4.04M | Sell |
16,137
-128
| -0.8% | -$32K | 2.55% | 13 |
|
|
2022
Q4 | $3.93M | Sell |
16,265
-261
| -2% | -$63.1K | 2.72% | 12 |
|
|
2022
Q3 | $3.62M | Sell |
16,526
-261
| -2% | -$57.2K | 2.71% | 12 |
|
|
2022
Q2 | $3.8M | Buy |
16,787
+971
| +6% | +$220K | 2.76% | 11 |
|
|
2022
Q1 | $4.24M | Buy |
+15,816
| New | +$4.24M | 3.3% | 8 |
|