JT Stratford 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 | $435K | Buy |
7,013
+185
| +3% | +$11.5K | 0.07% | 203 |
|
|
2025
Q1 | $398K | Sell |
6,828
-93
| -1% | -$5.43K | 0.07% | 211 |
|
|
2024
Q4 | $431K | Buy |
6,921
+58
| +0.8% | +$3.61K | 0.07% | 207 |
|
|
2024
Q3 | $428K | Buy |
6,863
+708
| +12% | +$44.1K | 0.07% | 211 |
|
|
2024
Q2 | $360K | Sell |
6,155
-98
| -2% | -$5.74K | 0.07% | 216 |
|
|
2024
Q1 | $380K | Sell |
6,253
-192
| -3% | -$11.7K | 0.08% | 206 |
|
|
2023
Q4 | $357K | Sell |
6,445
-1,560
| -19% | -$86.4K | 0.08% | 200 |
|
|
2023
Q3 | $399K | Buy |
8,005
+1,670
| +26% | +$83.3K | 0.1% | 178 |
|
|
2023
Q2 | $331K | Buy |
6,335
+450
| +8% | +$23.5K | 0.09% | 190 |
|
|
2023
Q1 | $295K | Buy |
+5,885
| New | +$295K | 0.08% | 194 |
|
|
2022
Q3 | – | Sell |
-5,195
| Closed | -$235K | – | 206 |
|
|
2022
Q2 | $235K | Buy |
+5,195
| New | +$235K | 0.07% | 190 |
|
|
2017
Q4 | – | Sell |
-12,455
| Closed | -$446K | – | 104 |
|
|
2017
Q3 | $446K | Buy |
12,455
+760
| +6% | +$27.2K | 0.29% | 71 |
|
|
2017
Q2 | $407K | Buy |
11,695
+350
| +3% | +$12.2K | 0.29% | 75 |
|
|
2017
Q1 | $389K | Buy |
11,345
+230
| +2% | +$7.89K | 0.29% | 76 |
|
|
2016
Q4 | $368K | Buy |
+11,115
| New | +$368K | 0.31% | 77 |
|