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