IFG Advisory’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 | $12.6M | Sell |
202,746
-3,140
| -2% | -$195K | 0.63% | 29 |
|
|
2025
Q1 | $12M | Sell |
205,886
-80,515
| -28% | -$4.7M | 0.67% | 25 |
|
|
2024
Q4 | $17.8M | Buy |
286,401
+36,755
| +15% | +$2.29M | 1.01% | 16 |
|
|
2024
Q3 | $15.6M | Buy |
249,646
+8,155
| +3% | +$508K | 0.99% | 16 |
|
|
2024
Q2 | $14.1M | Buy |
241,491
+32,453
| +16% | +$1.9M | 0.91% | 16 |
|
|
2024
Q1 | $12.7M | Buy |
209,038
+31,038
| +17% | +$1.89M | 0.95% | 17 |
|
|
2023
Q4 | $9.87M | Buy |
178,000
+16,920
| +11% | +$938K | 0.72% | 21 |
|
|
2023
Q3 | $8.03M | Buy |
161,080
+10,610
| +7% | +$529K | 0.68% | 26 |
|
|
2023
Q2 | $7.87M | Sell |
150,470
-370
| -0.2% | -$19.4K | 0.7% | 30 |
|
|
2023
Q1 | $7.55M | Sell |
150,840
-14,860
| -9% | -$743K | 0.71% | 23 |
|
|
2022
Q4 | $8.02M | Sell |
165,700
-68,415
| -29% | -$3.31M | 0.8% | 21 |
|
|
2022
Q3 | $10.3M | Buy |
234,115
+75,780
| +48% | +$3.32M | 0.93% | 20 |
|
|
2022
Q2 | $7.16M | Buy |
158,335
+10,330
| +7% | +$467K | 0.76% | 27 |
|
|
2022
Q1 | $7.94M | Buy |
148,005
+5,975
| +4% | +$321K | 0.8% | 25 |
|
|
2021
Q4 | $8.04M | Buy |
142,030
+10,550
| +8% | +$597K | 0.78% | 23 |
|
|
2021
Q3 | $6.92M | Sell |
131,480
-3,110
| -2% | -$164K | 0.75% | 23 |
|
|
2021
Q2 | $7.23M | Buy |
134,590
+2,125
| +2% | +$114K | 0.8% | 20 |
|
|
2021
Q1 | $6.9M | Sell |
132,465
-3,975
| -3% | -$207K | 0.86% | 17 |
|
|
2020
Q4 | $6.27M | Sell |
136,440
-17,710
| -11% | -$814K | 0.87% | 18 |
|
|
2020
Q3 | $5.71M | Sell |
154,150
-15,900
| -9% | -$589K | 0.92% | 19 |
|
|
2020
Q2 | $6.05M | Buy |
170,050
+15,120
| +10% | +$538K | 1.09% | 14 |
|
|
2020
Q1 | $4.46M | Buy |
154,930
+13,335
| +9% | +$384K | 1% | 18 |
|
|
2019
Q4 | $5.83M | Sell |
141,595
-29,625
| -17% | -$1.22M | 1.06% | 14 |
|
|
2019
Q3 | $6.62M | Buy |
+171,220
| New | +$6.62M | 1.28% | 11 |
|