KFG Wealth Management’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 | $313K | Sell |
5,043
-6,261
| -55% | -$388K | 0.05% | 161 |
|
|
2025
Q1 | $660K | Sell |
11,304
-62
| -0.5% | -$3.62K | 0.12% | 98 |
|
|
2024
Q4 | $708K | Sell |
11,366
-276
| -2% | -$17.2K | 0.13% | 89 |
|
|
2024
Q3 | $726K | Buy |
11,642
+775
| +7% | +$48.3K | 0.16% | 85 |
|
|
2024
Q2 | $636K | Buy |
10,867
+1,791
| +20% | +$105K | 0.25% | 74 |
|
|
2024
Q1 | $551K | Buy |
9,076
+2,026
| +29% | +$123K | 0.23% | 78 |
|
|
2023
Q4 | $391K | Sell |
7,050
-190
| -3% | -$10.5K | 0.18% | 93 |
|
|
2023
Q3 | $361K | Buy |
7,240
+1,850
| +34% | +$92.2K | 0.2% | 91 |
|
|
2023
Q2 | $282K | Buy |
5,390
+885
| +20% | +$46.3K | 0.16% | 94 |
|
|
2023
Q1 | $225K | Buy |
+4,505
| New | +$225K | 0.16% | 84 |
|