Insigneo Advisory Services’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 | $1.13M | Sell |
18,270
-485
| -3% | -$30.1K | 0.1% | 173 |
|
2025
Q1 | $1.09M | Sell |
18,755
-1,215
| -6% | -$70.9K | 0.11% | 162 |
|
2024
Q4 | $1.24M | Sell |
19,970
-782
| -4% | -$48.7K | 0.13% | 146 |
|
2024
Q3 | $1.29M | Buy |
20,752
+1,998
| +11% | +$125K | 0.13% | 150 |
|
2024
Q2 | $1.07M | Buy |
18,754
+1,989
| +12% | +$114K | 0.12% | 162 |
|
2024
Q1 | $1.02M | Buy |
16,765
+1,465
| +10% | +$89K | 0.12% | 163 |
|
2023
Q4 | $848K | Buy |
15,300
+9,035
| +144% | +$501K | 0.12% | 164 |
|
2023
Q3 | $314K | Buy |
6,265
+1,425
| +29% | +$71.4K | 0.06% | 279 |
|
2023
Q2 | $253K | Buy |
+4,840
| New | +$253K | 0.05% | 317 |
|