McAdam LLC’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 | $399K | Buy |
6,439
+2,498
| +63% | +$155K | 0.02% | 238 |
|
|
2025
Q1 | $230K | Buy |
+3,941
| New | +$230K | 0.01% | 304 |
|
|
2024
Q4 | – | Sell |
-3,857
| Closed | -$240K | – | 362 |
|
|
2024
Q3 | $240K | Buy |
+3,857
| New | +$240K | 0.01% | 291 |
|
|
2024
Q2 | – | Sell |
-3,418
| Closed | -$208K | – | 328 |
|
|
2024
Q1 | $208K | Sell |
3,418
-197
| -5% | -$12K | 0.01% | 282 |
|
|
2023
Q4 | $200K | Buy |
+3,615
| New | +$200K | 0.01% | 266 |
|
|
2023
Q3 | – | Sell |
-4,070
| Closed | -$213K | – | 261 |
|
|
2023
Q2 | $213K | Sell |
4,070
-205
| -5% | -$10.7K | 0.02% | 245 |
|
|
2023
Q1 | $214K | Buy |
+4,275
| New | +$214K | 0.02% | 235 |
|
|
2018
Q4 | – | Sell |
-2,130
| Closed | -$85K | – | 312 |
|
|
2018
Q3 | $85K | Sell |
2,130
-15
| -0.7% | -$599 | 0.03% | 128 |
|
|
2018
Q2 | $84K | Buy |
2,145
+50
| +2% | +$1.96K | 0.03% | 113 |
|
|
2018
Q1 | $79K | Buy |
+2,095
| New | +$79K | 0.04% | 118 |
|