Founders Financial Alliance’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 | $1.02M | Buy |
16,365
+732
| +5% | +$45.4K | 0.23% | 101 |
|
|
2025
Q1 | $912K | Buy |
15,633
+6,344
| +68% | +$370K | 0.22% | 99 |
|
|
2024
Q4 | $579K | Buy |
9,289
+151
| +2% | +$9.41K | 0.16% | 127 |
|
|
2024
Q3 | $569K | Sell |
9,138
-125
| -1% | -$7.79K | 0.16% | 127 |
|
|
2024
Q2 | $542K | Sell |
9,263
-1,749
| -16% | -$102K | 0.16% | 124 |
|
|
2024
Q1 | $669K | Buy |
11,012
+3,447
| +46% | +$209K | 0.2% | 106 |
|
|
2023
Q4 | $419K | Sell |
7,565
-110
| -1% | -$6.1K | 0.16% | 133 |
|
|
2023
Q3 | $383K | Sell |
7,675
-280
| -4% | -$14K | 0.17% | 124 |
|
|
2023
Q2 | $416K | Buy |
7,955
+3,855
| +94% | +$202K | 0.16% | 135 |
|
|
2023
Q1 | $204K | Sell |
4,100
-3,975
| -49% | -$197K | 0.1% | 200 |
|
|
2022
Q4 | $391K | Sell |
8,075
-280
| -3% | -$13.5K | 0.18% | 126 |
|
|
2022
Q3 | $366K | Sell |
8,355
-100
| -1% | -$4.38K | 0.19% | 123 |
|
|
2022
Q2 | $383K | Sell |
8,455
-50
| -0.6% | -$2.27K | 0.19% | 118 |
|
|
2022
Q1 | $456K | Sell |
8,505
-230
| -3% | -$12.3K | 0.2% | 112 |
|
|
2021
Q4 | $494K | Sell |
8,735
-50
| -0.6% | -$2.83K | 0.2% | 112 |
|
|
2021
Q3 | $462K | Buy |
8,785
+255
| +3% | +$13.4K | 0.22% | 108 |
|
|
2021
Q2 | $456K | Sell |
8,530
-2,375
| -22% | -$127K | 0.21% | 114 |
|
|
2021
Q1 | $589K | Sell |
10,905
-275
| -2% | -$14.9K | 0.29% | 78 |
|
|
2020
Q4 | $515K | Sell |
11,180
-3,290
| -23% | -$152K | 0.29% | 79 |
|
|
2020
Q3 | $568K | Buy |
+14,470
| New | +$568K | 0.34% | 67 |
|