Mitchell Sinkler & Starr’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 | $298K | Buy |
4,810
+425
| +10% | +$26.4K | 0.14% | 125 |
|
2025
Q1 | $256K | Hold |
4,385
| – | – | 0.07% | 143 |
|
2024
Q4 | $273K | Hold |
4,385
| – | – | 0.07% | 141 |
|
2024
Q3 | $273K | Buy |
4,385
+1,875
| +75% | +$117K | 0.07% | 141 |
|
2024
Q2 | $152K | Hold |
2,510
| – | – | 0.04% | 153 |
|
2024
Q1 | $152K | Sell |
2,510
-19,555
| -89% | -$1.19M | 0.04% | 160 |
|
2023
Q4 | $1.22M | Buy |
+22,065
| New | +$1.22M | 0.22% | 84 |
|
2023
Q3 | – | Sell |
-4,385
| Closed | -$229K | – | 113 |
|
2023
Q2 | $229K | Buy |
4,385
+125
| +3% | +$6.54K | 0.07% | 136 |
|
2023
Q1 | $213K | Buy |
+4,260
| New | +$213K | 0.06% | 134 |
|