Mendota Financial 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 | $91.5K | Hold |
1,475
| – | – | 0.09% | 38 |
|
|
2025
Q1 | $86.1K | Sell |
1,475
-5,133
| -78% | -$300K | 0.09% | 35 |
|
|
2024
Q4 | $412K | Sell |
6,608
-1,857
| -22% | -$116K | 0.27% | 27 |
|
|
2024
Q3 | $528K | Sell |
8,465
-999
| -11% | -$62.3K | 0.25% | 33 |
|
|
2024
Q2 | $554K | Hold |
9,464
| – | – | 0.3% | 31 |
|
|
2024
Q1 | $575K | Buy |
9,464
+4
| +0% | +$243 | 0.34% | 32 |
|
|
2023
Q4 | $524K | Buy |
9,460
+2,815
| +42% | +$156K | 0.41% | 39 |
|
|
2023
Q3 | $331K | Hold |
6,645
| – | – | 0.35% | 31 |
|
|
2023
Q2 | $348K | Sell |
6,645
-3,605
| -35% | -$189K | 0.39% | 28 |
|
|
2023
Q1 | $550K | Buy |
10,250
+3,710
| +57% | +$199K | 0.55% | 25 |
|
|
2022
Q4 | $316K | Buy |
+6,540
| New | +$316K | 0.4% | 26 |
|