Investment Advisory Group’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 | $4.85M | Buy |
78,276
+6,960
| +10% | +$432K | 1.47% | 18 |
|
|
2025
Q1 | $4.16M | Buy |
71,316
+11,554
| +19% | +$674K | 1.39% | 18 |
|
|
2024
Q4 | $3.72M | Buy |
59,762
+8,993
| +18% | +$560K | 1.25% | 19 |
|
|
2024
Q3 | $3.16M | Buy |
50,769
+17,373
| +52% | +$1.08M | 1.1% | 23 |
|
|
2024
Q2 | $1.95M | Buy |
33,396
+9,911
| +42% | +$580K | 0.76% | 33 |
|
|
2024
Q1 | $1.43M | Buy |
23,485
+2,670
| +13% | +$162K | 0.59% | 40 |
|
|
2023
Q4 | $1.15M | Buy |
20,815
+2,655
| +15% | +$147K | 0.53% | 44 |
|
|
2023
Q3 | $906K | Buy |
18,160
+645
| +4% | +$32.2K | 0.47% | 50 |
|
|
2023
Q2 | $916K | Buy |
17,515
+450
| +3% | +$23.5K | 0.47% | 48 |
|
|
2023
Q1 | $854K | Sell |
17,065
-2,535
| -13% | -$127K | 0.49% | 46 |
|
|
2022
Q4 | $948K | Buy |
19,600
+2,200
| +13% | +$106K | 0.58% | 39 |
|
|
2022
Q3 | $763K | Buy |
17,400
+290
| +2% | +$12.7K | 0.53% | 44 |
|
|
2022
Q2 | $775K | Buy |
17,110
+465
| +3% | +$21.1K | 0.53% | 44 |
|
|
2022
Q1 | $893K | Sell |
16,645
-375
| -2% | -$20.1K | 0.54% | 44 |
|
|
2021
Q4 | $910K | Buy |
+17,020
| New | +$910K | 0.58% | 39 |
|