Lane & 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
Q1
$1.62M Buy
27,833
+145
+0.5% +$8.46K 0.88% 29
2024
Q4
$1.79M Buy
27,688
+2,519
+10% +$163K 0.93% 27
2024
Q3
$1.57M Buy
25,169
+1,562
+7% +$97.3K 0.85% 30
2024
Q2
$1.38M Buy
23,607
+1,872
+9% +$110K 0.81% 32
2024
Q1
$1.32M Buy
21,735
+345
+2% +$21K 0.83% 30
2023
Q4
$1.19M Buy
21,390
+1,065
+5% +$59K 0.86% 29
2023
Q3
$1.01M Sell
20,325
-325
-2% -$16.2K 0.81% 31
2023
Q2
$1.08M Sell
20,650
-515
-2% -$26.9K 0.86% 31
2023
Q1
$1.06M Sell
21,165
-175
-0.8% -$8.76K 0.94% 28
2022
Q4
$1.03M Buy
+21,340
New +$1.03M 0.98% 25