IFS 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 | $9.96M | Buy |
160,599
+49,305
| +44% | +$3.06M | 7.54% | 6 |
|
|
2025
Q1 | $6.49M | Buy |
111,294
+112
| +0.1% | +$6.54K | 5.27% | 5 |
|
|
2024
Q4 | $6.93M | Sell |
111,182
-2,854
| -3% | -$178K | 5.45% | 5 |
|
|
2024
Q3 | $7.11M | Buy |
114,036
+1,229
| +1% | +$76.6K | 5.63% | 5 |
|
|
2024
Q2 | $6.6M | Sell |
112,807
-1,473
| -1% | -$86.2K | 5.57% | 5 |
|
|
2024
Q1 | $6.94M | Sell |
114,280
-580
| -0.5% | -$35.2K | 6.06% | 5 |
|
|
2023
Q4 | $6.37M | Buy |
114,860
+8,475
| +8% | +$470K | 7.57% | 4 |
|
|
2023
Q3 | $5.31M | Buy |
+106,385
| New | +$5.31M | 9.89% | 4 |
|
|
2022
Q3 | – | Sell |
-105
| Closed | -$4K | – | 114 |
|
|
2022
Q2 | $4K | Sell |
105
-175
| -63% | -$6.67K | 0.01% | 69 |
|
|
2022
Q1 | $15K | Sell |
280
-115,910
| -100% | -$6.21M | 0.01% | 47 |
|
|
2021
Q4 | $6.58M | Sell |
116,190
-29,915
| -20% | -$1.69M | 4.62% | 7 |
|
|
2021
Q3 | $7.69M | Buy |
146,105
+6,825
| +5% | +$359K | 4.93% | 8 |
|
|
2021
Q2 | $7.49M | Buy |
139,280
+2,340
| +2% | +$126K | 5.03% | 9 |
|
|
2021
Q1 | $7.13M | Buy |
136,940
+43,615
| +47% | +$2.27M | 5.58% | 8 |
|
|
2020
Q4 | $4.29M | Buy |
+93,325
| New | +$4.29M | 3.28% | 10 |
|