Glass Jacobson 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 | $1.74M | Sell |
28,054
-1,716
| -6% | -$106K | 0.67% | 55 |
|
|
2025
Q1 | $1.85M | Hold |
29,770
| – | – | 0.61% | 50 |
|
|
2024
Q4 | $1.85M | Sell |
29,770
-316
| -1% | -$19.7K | 0.61% | 50 |
|
|
2024
Q3 | $1.87M | Buy |
30,086
+1,862
| +7% | +$116K | 0.62% | 51 |
|
|
2024
Q2 | $1.65M | Sell |
28,224
-2,132
| -7% | -$125K | 0.6% | 54 |
|
|
2024
Q1 | $1.84M | Sell |
30,356
-1,944
| -6% | -$118K | 0.69% | 47 |
|
|
2023
Q4 | $1.79M | Buy |
32,300
+1,330
| +4% | +$73.7K | 0.73% | 38 |
|
|
2023
Q3 | $1.54M | Sell |
30,970
-1,280
| -4% | -$63.8K | 0.71% | 41 |
|
|
2023
Q2 | $1.69M | Buy |
+32,250
| New | +$1.69M | 0.77% | 36 |
|
|
2022
Q4 | $1.57M | Buy |
+32,525
| New | +$1.57M | 0.78% | 34 |
|