Independent Family Office’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 | $1.84M | Hold |
29,690
| – | – | 0.85% | 21 |
|
|
2025
Q1 | $1.73M | Hold |
29,690
| – | – | 0.91% | 17 |
|
|
2024
Q4 | $1.85M | Buy |
29,690
+2,925
| +11% | +$182K | 0.96% | 17 |
|
|
2024
Q3 | $1.65M | Buy |
26,765
+1,165
| +5% | +$71.7K | 0.83% | 21 |
|
|
2024
Q2 | $1.5M | Buy |
25,600
+10,490
| +69% | +$614K | 0.85% | 21 |
|
|
2024
Q1 | $918K | Hold |
15,110
| – | – | 0.49% | 38 |
|
|
2023
Q4 | $838K | Hold |
15,110
| – | – | 0.47% | 37 |
|
|
2023
Q3 | $754K | Buy |
15,110
+5,985
| +66% | +$298K | 0.47% | 40 |
|
|
2023
Q2 | $477K | Hold |
9,125
| – | – | 0.29% | 43 |
|
|
2023
Q1 | $457K | Buy |
+9,125
| New | +$457K | 0.26% | 44 |
|