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 |
|