Investments & Financial Planning LLC’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 | $25.1M | Buy |
404,959
+8,080
| +2% | +$501K | 14.47% | 3 |
|
|
2025
Q1 | $23.2M | Sell |
396,879
-10
| -0% | -$583 | 15.04% | 3 |
|
|
2024
Q4 | $24.7M | Buy |
396,889
+1,747
| +0.4% | +$109K | 15.24% | 3 |
|
|
2024
Q3 | $24.6M | Sell |
395,142
-1,766
| -0.4% | -$110K | 15.59% | 3 |
|
|
2024
Q2 | $23.2M | Buy |
396,908
+7,898
| +2% | +$462K | 15.59% | 3 |
|
|
2024
Q1 | $23.6M | Sell |
389,010
-790
| -0.2% | -$48K | 16.19% | 3 |
|
|
2023
Q4 | $21.6M | Buy |
389,800
+4,570
| +1% | +$253K | 16.18% | 3 |
|
|
2023
Q3 | $19.2M | Buy |
385,230
+5,730
| +2% | +$286K | 17.13% | 3 |
|
|
2023
Q2 | $19.8M | Buy |
379,500
+1,275
| +0.3% | +$66.7K | 17.19% | 3 |
|
|
2023
Q1 | $18.9M | Buy |
378,225
+2,610
| +0.7% | +$131K | 17.37% | 3 |
|
|
2022
Q4 | $18.2M | Buy |
+375,615
| New | +$18.2M | 17.81% | 2 |
|
|
2022
Q2 | $16.7M | Buy |
369,325
+5,040
| +1% | +$228K | 17.22% | 2 |
|
|
2022
Q1 | $19.6M | Buy |
364,285
+10,970
| +3% | +$589K | 17.09% | 2 |
|
|
2021
Q4 | $18.9M | Buy |
+353,315
| New | +$18.9M | 16.96% | 2 |
|