HFG 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 | $940K | Hold |
15,160
| – | – | 0.74% | 37 |
|
|
2025
Q1 | $885K | Hold |
15,160
| – | – | 0.76% | 38 |
|
|
2024
Q4 | $945K | Sell |
15,160
-480
| -3% | -$29.9K | 0.83% | 38 |
|
|
2024
Q3 | $975K | Sell |
15,640
-1,045
| -6% | -$65.1K | 0.86% | 31 |
|
|
2024
Q2 | $976K | Sell |
16,685
-805
| -5% | -$47.1K | 0.91% | 30 |
|
|
2024
Q1 | $1.06M | Hold |
17,490
| – | – | 0.94% | 30 |
|
|
2023
Q4 | $969K | Buy |
17,490
+690
| +4% | +$38.2K | 0.93% | 30 |
|
|
2023
Q3 | $838K | Hold |
16,800
| – | – | 0.92% | 28 |
|
|
2023
Q2 | $879K | Hold |
16,800
| – | – | 0.93% | 29 |
|
|
2023
Q1 | $841K | Hold |
16,800
| – | – | 0.96% | 29 |
|
|
2022
Q4 | $813K | Buy |
16,800
+1,910
| +13% | +$92.4K | 0.96% | 30 |
|
|
2022
Q3 | $653K | Buy |
14,890
+1,100
| +8% | +$48.2K | 0.91% | 33 |
|
|
2022
Q2 | $624K | Buy |
13,790
+185
| +1% | +$8.37K | 0.84% | 37 |
|
|
2022
Q1 | $730K | Sell |
13,605
-685
| -5% | -$36.8K | 0.83% | 34 |
|
|
2021
Q4 | $809K | Buy |
+14,290
| New | +$809K | 0.91% | 33 |
|