Houlihan Financial Resource 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
$360K Hold
5,755
0.15% 84
2025
Q1
$336K Hold
5,755
0.15% 84
2024
Q4
$359K Hold
5,755
0.15% 86
2024
Q3
$359K Buy
+5,755
New +$359K 0.15% 86
2024
Q2
Sell
-3,830
Closed -$233K 75
2024
Q1
$233K Hold
3,830
0.1% 95
2023
Q4
$212K Buy
+3,830
New +$212K 0.1% 99
2020
Q3
$147K Buy
+3,500
New +$147K 0.08% 111