Kozak & Associates’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 | $16.3K | Hold |
255
| – | – | ﹤0.01% | 204 |
|
|
2025
Q1 | $14.1K | Hold |
255
| – | – | ﹤0.01% | 192 |
|
|
2024
Q4 | $16.1K | Hold |
255
| – | – | ﹤0.01% | 191 |
|
|
2024
Q3 | $16.3K | Hold |
255
| – | – | ﹤0.01% | 200 |
|
|
2024
Q2 | $14.9K | Hold |
255
| – | – | ﹤0.01% | 194 |
|
|
2024
Q1 | $15.4K | Buy |
+255
| New | +$15.4K | ﹤0.01% | 198 |
|
|
2023
Q1 | – | Sell |
-45
| Closed | -$2K | – | 350 |
|
|
2022
Q4 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 305 |
|
|
2022
Q3 | – | Sell |
-90
| Closed | -$4K | – | 355 |
|
|
2022
Q2 | $4K | Sell |
90
-90
| -50% | -$4K | ﹤0.01% | 303 |
|
|
2022
Q1 | $9K | Hold |
180
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $9K | Buy |
+180
| New | +$9K | 0.01% | 268 |
|