Lewis Asset Management’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 | $509K | Buy |
8,210
+428
| +5% | +$26.5K | 0.24% | 100 |
|
|
2025
Q1 | $454K | Sell |
7,782
-92
| -1% | -$5.37K | 0.38% | 70 |
|
|
2024
Q4 | $491K | Sell |
7,874
-310
| -4% | -$19.3K | 0.37% | 67 |
|
|
2024
Q3 | $510K | Buy |
8,184
+152
| +2% | +$9.47K | 0.37% | 67 |
|
|
2024
Q2 | $470K | Buy |
8,032
+608
| +8% | +$35.6K | 0.36% | 63 |
|
|
2024
Q1 | $451K | Buy |
7,424
+499
| +7% | +$30.3K | 0.37% | 65 |
|
|
2023
Q4 | $384K | Buy |
+6,925
| New | +$384K | 0.35% | 69 |
|