Gerber LLC’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 | $995K | Hold |
16,050
| – | – | 0.7% | 24 |
|
|
2025
Q1 | $937K | Sell |
16,050
-2,005
| -11% | -$117K | 0.78% | 23 |
|
|
2024
Q4 | $1.13M | Sell |
18,055
-200
| -1% | -$12.5K | 0.82% | 20 |
|
|
2024
Q3 | $1.14M | Hold |
18,255
| – | – | 0.84% | 18 |
|
|
2024
Q2 | $1.07M | Hold |
18,255
| – | – | 0.84% | 20 |
|
|
2024
Q1 | $1.11M | Buy |
18,255
+14,515
| +388% | +$882K | 0.93% | 18 |
|
|
2023
Q4 | $207K | Buy |
+3,740
| New | +$207K | 0.19% | 85 |
|