Leverty Financial Group’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 | $6.08M | Buy |
97,978
+22,728
| +30% | +$1.41M | 1.81% | 9 |
|
|
2025
Q1 | $4.39M | Sell |
75,250
-4,723
| -6% | -$276K | 1.8% | 8 |
|
|
2024
Q4 | $4.98M | Sell |
79,973
-1,400
| -2% | -$87.2K | 2.54% | 6 |
|
|
2024
Q3 | $5.07M | Sell |
81,373
-1,863
| -2% | -$116K | 2.77% | 6 |
|
|
2024
Q2 | $4.87M | Buy |
83,236
+170
| +0.2% | +$9.95K | 2.88% | 6 |
|
|
2024
Q1 | $5.05M | Buy |
83,066
+1,661
| +2% | +$101K | 3.01% | 6 |
|
|
2023
Q4 | $4.51M | Buy |
81,405
+655
| +0.8% | +$36.3K | 2.86% | 6 |
|
|
2023
Q3 | $4.03M | Sell |
80,750
-1,660
| -2% | -$82.8K | 2.92% | 7 |
|
|
2023
Q2 | $4.31M | Sell |
82,410
-1,410
| -2% | -$73.7K | 3.14% | 6 |
|
|
2023
Q1 | $4.19M | Sell |
83,820
-1,125
| -1% | -$56.3K | 3.29% | 6 |
|
|
2022
Q4 | $4.11M | Sell |
84,945
-1,010
| -1% | -$48.9K | 3.52% | 5 |
|
|
2022
Q3 | $3.77M | Buy |
85,955
+1,150
| +1% | +$50.4K | 3.64% | 4 |
|
|
2022
Q2 | $3.84M | Sell |
84,805
-3,255
| -4% | -$147K | 3.58% | 6 |
|
|
2022
Q1 | $4.73M | Sell |
88,060
-195
| -0.2% | -$10.5K | 3.73% | 4 |
|
|
2021
Q4 | $5M | Buy |
+88,255
| New | +$5M | 3.85% | 5 |
|