Intrua Financial’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
$3.45M Sell
55,692
-3,838
-6% -$238K 0.46% 37
2025
Q1
$3.47M Buy
59,530
+22,863
+62% +$1.33M 0.51% 39
2024
Q4
$2.28M Sell
36,667
-2,619
-7% -$163K 0.35% 52
2024
Q3
$2.45M Sell
39,286
-2,754
-7% -$172K 0.36% 53
2024
Q2
$2.46M Sell
42,040
-3,621
-8% -$212K 0.37% 50
2024
Q1
$2.77M Sell
45,661
-12,984
-22% -$789K 0.4% 50
2023
Q4
$3.25M Sell
58,645
-10,625
-15% -$589K 0.48% 48
2023
Q3
$3.45M Sell
69,270
-3,510
-5% -$175K 0.58% 37
2023
Q2
$3.81M Sell
72,780
-3,830
-5% -$200K 0.64% 33
2023
Q1
$3.72M Sell
76,610
-8,485
-10% -$412K 0.77% 32
2022
Q4
$4.27M Sell
85,095
-12,415
-13% -$622K 0.99% 20
2022
Q3
$4.28M Sell
97,510
-1,730
-2% -$75.9K 1.14% 19
2022
Q2
$4.49M Sell
99,240
-4,065
-4% -$184K 0.96% 24
2022
Q1
$5.54M Sell
103,305
-6,660
-6% -$357K 0.99% 24
2021
Q4
$6.23M Buy
109,965
+880
+0.8% +$49.8K 1.09% 21
2021
Q3
$5.98M Buy
109,085
+1,875
+2% +$103K 1.1% 19
2021
Q2
$5.87M Buy
107,210
+680
+0.6% +$37.2K 1.4% 13
2021
Q1
$5.87M Buy
+106,530
New +$5.87M 1.49% 12
2020
Q3
Sell
-33,355
Closed -$1.3M 224
2020
Q2
$1.3M Buy
+33,355
New +$1.3M 0.5% 45