L.M. Kohn & Company’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 | $277K | Sell |
4,469
-1,782
| -29% | -$111K | 0.07% | 220 |
|
|
2025
Q1 | $365K | Sell |
6,251
-131
| -2% | -$7.64K | 0.1% | 172 |
|
|
2024
Q4 | $398K | Sell |
6,382
-219
| -3% | -$13.6K | 0.1% | 158 |
|
|
2024
Q3 | $411K | Buy |
6,601
+451
| +7% | +$28.1K | 0.1% | 168 |
|
|
2024
Q2 | $373K | Sell |
6,150
-713
| -10% | -$43.2K | 0.1% | 166 |
|
|
2024
Q1 | $417K | Sell |
6,863
-152
| -2% | -$9.23K | 0.12% | 162 |
|
|
2023
Q4 | $389K | Buy |
7,015
+240
| +4% | +$13.3K | 0.12% | 148 |
|
|
2023
Q3 | $338K | Sell |
6,775
-200
| -3% | -$9.98K | 0.12% | 151 |
|
|
2023
Q2 | $365K | Buy |
6,975
+190
| +3% | +$9.94K | 0.14% | 143 |
|
|
2023
Q1 | $339K | Buy |
6,785
+5
| +0.1% | +$250 | 0.14% | 147 |
|
|
2022
Q4 | $328K | Buy |
6,780
+5
| +0.1% | +$242 | 0.15% | 143 |
|
|
2022
Q3 | $298K | Sell |
6,775
-280
| -4% | -$12.3K | 0.15% | 151 |
|
|
2022
Q2 | $320K | Sell |
7,055
-1,575
| -18% | -$71.4K | 0.15% | 160 |
|
|
2022
Q1 | $464K | Buy |
+8,630
| New | +$464K | 0.18% | 142 |
|