KPP Advisory Services’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 | $3.56M | Buy |
57,444
+881
| +2% | +$54.6K | 0.59% | 44 |
|
|
2025
Q1 | $3.3M | Buy |
56,563
+19,395
| +52% | +$1.13M | 0.63% | 41 |
|
|
2024
Q4 | $2.32M | Sell |
37,168
-6,188
| -14% | -$386K | 0.55% | 50 |
|
|
2024
Q3 | $2.7M | Sell |
43,356
-47,427
| -52% | -$2.96M | 0.65% | 41 |
|
|
2024
Q2 | $5.31M | Buy |
90,783
+8,610
| +10% | +$504K | 1.41% | 16 |
|
|
2024
Q1 | $4.99M | Buy |
+82,173
| New | +$4.99M | 1.37% | 16 |
|
|
2023
Q4 | – | Sell |
-57,710
| Closed | -$2.88M | – | 168 |
|
|
2023
Q3 | $2.88M | Buy |
+57,710
| New | +$2.88M | 0.95% | 25 |
|