Global Financial Private Client’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 | $610K | Buy |
9,830
+3,795
| +63% | +$235K | 0.23% | 119 |
|
|
2025
Q1 | $352K | Hold |
6,035
| – | – | 0.13% | 157 |
|
|
2024
Q4 | $376K | Hold |
6,035
| – | – | 0.14% | 156 |
|
|
2024
Q3 | $376K | Buy |
6,035
+2,700
| +81% | +$168K | 0.15% | 151 |
|
|
2024
Q2 | $195K | Hold |
3,335
| – | – | 0.08% | 185 |
|
|
2024
Q1 | $201K | Buy |
3,335
+1,830
| +122% | +$110K | 0.09% | 179 |
|
|
2023
Q4 | $83.4K | Sell |
1,505
-695
| -32% | -$38.5K | 0.04% | 247 |
|
|
2023
Q3 | $108K | Buy |
2,200
+550
| +33% | +$27.1K | 0.06% | 210 |
|
|
2023
Q2 | $86.5K | Buy |
+1,650
| New | +$86.5K | 0.04% | 238 |
|