Foundations Investment 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 | $1.28M | Sell |
20,702
-3,382
| -14% | -$210K | 0.02% | 376 |
|
|
2025
Q1 | $1.41M | Sell |
24,084
-13,066
| -35% | -$762K | 0.03% | 343 |
|
|
2024
Q4 | $2.31M | Buy |
37,150
+14,543
| +64% | +$906K | 0.04% | 264 |
|
|
2024
Q3 | $1.41M | Sell |
22,607
-1,731
| -7% | -$108K | 0.03% | 315 |
|
|
2024
Q2 | $1.42M | Sell |
24,338
-59,842
| -71% | -$3.5M | 0.03% | 284 |
|
|
2024
Q1 | $5.11M | Buy |
84,180
+25,520
| +44% | +$1.55M | 0.13% | 135 |
|
|
2023
Q4 | $3.24M | Sell |
58,660
-195,015
| -77% | -$10.8M | 0.09% | 171 |
|
|
2023
Q3 | $12.7M | Buy |
253,675
+217,015
| +592% | +$10.8M | 0.39% | 54 |
|
|
2023
Q2 | $1.92M | Buy |
36,660
+31,860
| +664% | +$1.67M | 0.06% | 198 |
|
|
2023
Q1 | $240K | Sell |
4,800
-385
| -7% | -$19.3K | 0.01% | 437 |
|
|
2022
Q4 | $251K | Buy |
5,185
+110
| +2% | +$5.32K | 0.01% | 375 |
|
|
2022
Q3 | $223K | Sell |
5,075
-455
| -8% | -$20K | 0.01% | 362 |
|
|
2022
Q2 | $251K | Buy |
+5,530
| New | +$251K | 0.01% | 331 |
|
|
2021
Q3 | – | Sell |
-3,905
| Closed | -$211K | – | 323 |
|
|
2021
Q2 | $211K | Buy |
+3,905
| New | +$211K | 0.01% | 282 |
|
|
2019
Q1 | – | Sell |
-14,980
| Closed | -$558K | – | 107 |
|
|
2018
Q4 | $558K | Buy |
+14,980
| New | +$558K | 0.12% | 53 |
|