M3 Advisory 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 | $230K | Hold |
3,704
| – | – | 0.16% | 122 |
|
|
2025
Q1 | $216K | Buy |
3,704
+36
| +1% | +$2.1K | 0.17% | 122 |
|
|
2024
Q4 | $229K | Buy |
3,668
+3
| +0.1% | +$187 | 0.16% | 126 |
|
|
2024
Q3 | $228K | Buy |
3,665
+17
| +0.5% | +$1.06K | 0.17% | 132 |
|
|
2024
Q2 | $213K | Sell |
3,648
-2,482
| -40% | -$145K | 0.18% | 122 |
|
|
2024
Q1 | $372K | Buy |
6,130
+110
| +2% | +$6.68K | 0.34% | 71 |
|
|
2023
Q4 | $334K | Buy |
+6,020
| New | +$334K | 0.39% | 60 |
|