HTG Investment 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 | $4.3M | Buy |
69,377
+4,004
| +6% | +$248K | 1.6% | 17 |
|
|
2025
Q1 | $3.81M | Sell |
65,373
-1,218
| -2% | -$71.1K | 1.59% | 16 |
|
|
2024
Q4 | $4.15M | Sell |
66,591
-1,509
| -2% | -$94K | 1.9% | 13 |
|
|
2024
Q3 | $4.24M | Buy |
68,100
+3,892
| +6% | +$243K | 2% | 13 |
|
|
2024
Q2 | $3.76M | Buy |
64,208
+2,762
| +4% | +$162K | 2.03% | 13 |
|
|
2024
Q1 | $3.73M | Buy |
61,446
+3,246
| +6% | +$197K | 2.16% | 13 |
|
|
2023
Q4 | $3.23M | Buy |
58,200
+8,160
| +16% | +$452K | 2.11% | 13 |
|
|
2023
Q3 | $2.5M | Buy |
50,040
+3,775
| +8% | +$188K | 2% | 14 |
|
|
2023
Q2 | $2.42M | Buy |
46,265
+6,955
| +18% | +$364K | 2% | 15 |
|
|
2023
Q1 | $1.97M | Buy |
39,310
+8,005
| +26% | +$401K | 1.79% | 16 |
|
|
2022
Q4 | $1.51M | Buy |
+31,305
| New | +$1.51M | 1.53% | 15 |
|