Meridian Financial Partners’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 | Sell |
6,435
-100
| -2% | -$6.2K | 0.19% | 76 |
|
|
2025
Q1 | $381K | Hold |
6,535
| – | – | 0.19% | 77 |
|
|
2024
Q4 | $407K | Hold |
6,535
| – | – | 0.21% | 69 |
|
|
2024
Q3 | $407K | Hold |
6,535
| – | – | 0.21% | 74 |
|
|
2024
Q2 | $396K | Buy |
+6,535
| New | +$396K | 0.24% | 59 |
|
|
2023
Q3 | – | Sell |
-6,125
| Closed | -$331K | – | 62 |
|
|
2023
Q2 | $331K | Buy |
+6,125
| New | +$331K | 0.2% | 63 |
|
|
2022
Q3 | – | Sell |
-6,125
| Closed | -$299K | – | 58 |
|
|
2022
Q2 | $299K | Buy |
+6,125
| New | +$299K | 0.2% | 72 |
|
|
2022
Q1 | – | Sell |
-6,215
| Closed | -$333K | – | 56 |
|
|
2021
Q4 | $333K | Hold |
6,215
| – | – | 0.23% | 67 |
|
|
2021
Q3 | $335K | Hold |
6,215
| – | – | 0.22% | 62 |
|
|
2021
Q2 | $328K | Hold |
6,215
| – | – | 0.22% | 65 |
|
|
2021
Q1 | $331K | Hold |
6,215
| – | – | 0.25% | 57 |
|
|
2020
Q4 | $306K | Buy |
6,215
+125
| +2% | +$6.15K | 0.24% | 56 |
|
|
2020
Q3 | $240K | Hold |
6,090
| – | – | 0.2% | 58 |
|
|
2020
Q2 | $216K | Buy |
+6,090
| New | +$216K | 0.2% | 58 |
|