Forza Wealth 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 | $4.16M | Buy |
67,147
+6,100
| +10% | +$378K | 1.71% | 15 |
|
|
2025
Q1 | $3.56M | Sell |
61,047
-150
| -0.2% | -$8.75K | 1.6% | 15 |
|
|
2024
Q4 | $3.81M | Buy |
61,197
+3,324
| +6% | +$207K | 1.74% | 12 |
|
|
2024
Q3 | $3.61M | Buy |
57,873
+1,648
| +3% | +$103K | 1.65% | 11 |
|
|
2024
Q2 | $3.29M | Sell |
56,225
-560
| -1% | -$32.8K | 1.7% | 11 |
|
|
2024
Q1 | $3.45M | Hold |
56,785
| – | – | 1.79% | 10 |
|
|
2023
Q4 | $3.15M | Sell |
56,785
-500
| -0.9% | -$27.7K | 1.74% | 11 |
|
|
2023
Q3 | $2.86M | Hold |
57,285
| – | – | 1.47% | 16 |
|
|
2023
Q2 | $3M | Hold |
57,285
| – | – | 1.51% | 15 |
|
|
2023
Q1 | $2.87M | Hold |
57,285
| – | – | 1.48% | 15 |
|
|
2022
Q4 | $2.77M | Buy |
+57,285
| New | +$2.77M | 1.84% | 13 |
|