Morling 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 | $125K | Hold |
2,011
| – | – | 0.04% | 74 |
|
|
2025
Q1 | $117K | Hold |
2,011
| – | – | 0.04% | 86 |
|
|
2024
Q4 | $125K | Sell |
2,011
-125
| -6% | -$7.79K | 0.04% | 79 |
|
|
2024
Q3 | $133K | Hold |
2,136
| – | – | 0.05% | 72 |
|
|
2024
Q2 | $125K | Buy |
2,136
+125
| +6% | +$7.31K | 0.05% | 67 |
|
|
2024
Q1 | $122K | Sell |
2,011
-74
| -4% | -$4.49K | 0.07% | 72 |
|
|
2023
Q4 | $116K | Buy |
2,085
+70
| +3% | +$3.88K | 0.09% | 61 |
|
|
2023
Q3 | $100K | Sell |
2,015
-5
| -0.2% | -$249 | 0.1% | 55 |
|
|
2023
Q2 | $106K | Buy |
2,020
+10
| +0.5% | +$523 | 0.1% | 56 |
|
|
2023
Q1 | $101K | Buy |
2,010
+5
| +0.2% | +$250 | 0.11% | 58 |
|
|
2022
Q4 | $97K | Hold |
2,005
| – | – | 0.12% | 58 |
|
|
2022
Q3 | $88K | Buy |
2,005
+15
| +0.8% | +$658 | 0.12% | 53 |
|
|
2022
Q2 | $90K | Sell |
1,990
-15
| -0.7% | -$678 | 0.12% | 55 |
|
|
2022
Q1 | $107K | Buy |
2,005
+10
| +0.5% | +$534 | 0.14% | 59 |
|
|
2021
Q4 | $113K | Buy |
+1,995
| New | +$113K | 0.11% | 52 |
|