Greystone Financial Group’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 | $4.04M | Buy |
65,183
+28,133
| +76% | +$1.74M | 0.67% | 41 |
|
|
2025
Q1 | $2.16M | Sell |
37,050
-5,794
| -14% | -$338K | 0.39% | 50 |
|
|
2024
Q4 | $2.67M | Buy |
42,844
+5,929
| +16% | +$369K | 0.46% | 48 |
|
|
2024
Q3 | $2.3M | Buy |
36,915
+21,367
| +137% | +$1.33M | 0.41% | 49 |
|
|
2024
Q2 | $910K | Buy |
15,548
+7,191
| +86% | +$421K | 0.18% | 65 |
|
|
2024
Q1 | $508K | Buy |
8,357
+217
| +3% | +$13.2K | 0.1% | 82 |
|
|
2023
Q4 | $451K | Buy |
8,140
+2,105
| +35% | +$117K | 0.1% | 82 |
|
|
2023
Q3 | $301K | Sell |
6,035
-35
| -0.6% | -$1.75K | 0.08% | 92 |
|
|
2023
Q2 | $317K | Sell |
6,070
-3,350
| -36% | -$175K | 0.07% | 94 |
|
|
2023
Q1 | $471K | Sell |
9,420
-3,385
| -26% | -$169K | 0.12% | 78 |
|
|
2022
Q4 | $619K | Sell |
12,805
-3,900
| -23% | -$189K | 0.18% | 63 |
|
|
2022
Q3 | $733K | Sell |
16,705
-2,010
| -11% | -$88.2K | 0.25% | 51 |
|
|
2022
Q2 | $847K | Sell |
18,715
-14,540
| -44% | -$658K | 0.26% | 55 |
|
|
2022
Q1 | $1.79M | Sell |
33,255
-10,490
| -24% | -$563K | 0.45% | 43 |
|
|
2021
Q4 | $2.48M | Sell |
43,745
-2,575
| -6% | -$146K | 0.59% | 43 |
|
|
2021
Q3 | $2.44M | Sell |
46,320
-11,795
| -20% | -$621K | 0.72% | 44 |
|
|
2021
Q2 | $3.12M | Buy |
+58,115
| New | +$3.12M | 0.78% | 44 |
|