Moody Aldrich 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
Q1 | – | Sell |
-3,725
| Closed | -$232K | – | 188 |
|
|
2024
Q4 | $232K | Hold |
3,725
| – | – | 0.04% | 186 |
|
|
2024
Q3 | $232K | Hold |
3,725
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $218K | Hold |
3,725
| – | – | 0.04% | 187 |
|
|
2024
Q1 | $226K | Hold |
3,725
| – | – | 0.04% | 202 |
|
|
2023
Q4 | $206K | Buy |
+3,725
| New | +$206K | 0.04% | 192 |
|
|
2023
Q1 | – | Sell |
-4,525
| Closed | -$219K | – | 170 |
|
|
2022
Q4 | $219K | Buy |
+4,525
| New | +$219K | 0.04% | 150 |
|
|
2022
Q3 | – | Sell |
-4,525
| Closed | -$205K | – | 163 |
|
|
2022
Q2 | $205K | Hold |
4,525
| – | – | 0.04% | 140 |
|
|
2022
Q1 | $243K | Hold |
4,525
| – | – | 0.03% | 143 |
|
|
2021
Q4 | $256K | Hold |
4,525
| – | – | 0.04% | 143 |
|
|
2021
Q3 | $238K | Hold |
4,525
| – | – | 0.03% | 159 |
|
|
2021
Q2 | $243K | Hold |
4,525
| – | – | 0.03% | 162 |
|
|
2021
Q1 | $236K | Buy |
+4,525
| New | +$236K | 0.03% | 168 |
|