Mason & Associates (California)’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 | $433K | Hold |
6,988
| – | – | 0.1% | 82 |
|
|
2025
Q1 | $408K | Sell |
6,988
-175
| -2% | -$10.2K | 0.1% | 76 |
|
|
2024
Q4 | $446K | Buy |
7,163
+175
| +3% | +$10.9K | 0.11% | 76 |
|
|
2024
Q3 | $435K | Hold |
6,988
| – | – | 0.11% | 77 |
|
|
2024
Q2 | $409K | Sell |
6,988
-680
| -9% | -$39.8K | 0.11% | 75 |
|
|
2024
Q1 | $466K | Sell |
7,668
-2
| -0% | -$121 | 0.12% | 64 |
|
|
2023
Q4 | $425K | Buy |
7,670
+15
| +0.2% | +$831 | 0.12% | 56 |
|
|
2023
Q3 | $382K | Sell |
7,655
-925
| -11% | -$46.1K | 0.12% | 60 |
|
|
2023
Q2 | $449K | Hold |
8,580
| – | – | 0.13% | 54 |
|
|
2023
Q1 | $429K | Buy |
8,580
+5
| +0.1% | +$250 | 0.13% | 55 |
|
|
2022
Q4 | $415K | Sell |
8,575
-35
| -0.4% | -$1.69K | 0.13% | 54 |
|
|
2022
Q3 | $378K | Buy |
8,610
+505
| +6% | +$22.2K | 0.13% | 55 |
|
|
2022
Q2 | $367K | Sell |
8,105
-30
| -0.4% | -$1.36K | 0.13% | 62 |
|
|
2022
Q1 | $437K | Sell |
8,135
-405
| -5% | -$21.8K | 0.13% | 70 |
|
|
2021
Q4 | $483K | Buy |
+8,540
| New | +$483K | 0.15% | 54 |
|