McClarren Financial Advisors’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 | – | Sell |
-1,081
| Closed | -$109K | – | 185 |
|
|
2025
Q1 | $109K | Buy |
+1,081
| New | +$109K | 0.07% | 96 |
|
|
2024
Q4 | – | Sell |
-1,078
| Closed | -$917 | – | 253 |
|
|
2024
Q3 | $917 | Buy |
1,078
+903
| +516% | +$768 | 0.12% | 41 |
|
|
2024
Q2 | $108K | Sell |
175
-2,201
| -93% | -$1.36M | 0.08% | 103 |
|
|
2024
Q1 | $145K | Buy |
2,376
+6
| +0.3% | +$366 | 0.1% | 84 |
|
|
2023
Q4 | $131K | Buy |
2,370
+440
| +23% | +$24.3K | 0.1% | 90 |
|
|
2023
Q3 | $94K | Hold |
1,930
| – | – | 0.08% | 103 |
|
|
2023
Q2 | $101K | Buy |
1,930
+305
| +19% | +$16K | 0.08% | 102 |
|
|
2023
Q1 | $80K | Buy |
1,625
+830
| +104% | +$40.9K | 0.07% | 114 |
|
|
2022
Q4 | $38K | Sell |
795
-185
| -19% | -$8.84K | 0.04% | 167 |
|
|
2022
Q3 | $43K | Buy |
+980
| New | +$43K | 0.04% | 145 |
|
|
2022
Q2 | – | Sell |
-2,075
| Closed | -$110K | – | 134 |
|
|
2022
Q1 | $110K | Sell |
2,075
-5
| -0.2% | -$265 | 0.08% | 83 |
|
|
2021
Q4 | $118K | Sell |
2,080
-1,620
| -44% | -$91.9K | 0.08% | 91 |
|
|
2021
Q3 | $194K | Sell |
3,700
-450
| -11% | -$23.6K | 0.15% | 55 |
|
|
2021
Q2 | $221K | Buy |
4,150
+670
| +19% | +$35.7K | 0.18% | 48 |
|
|
2021
Q1 | $181K | Buy |
3,480
+10
| +0.3% | +$520 | 0.16% | 51 |
|
|
2020
Q4 | $159K | Buy |
+3,470
| New | +$159K | 0.15% | 53 |
|