Morris Financial Concepts’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 | $672K | Sell |
10,837
-748
| -6% | -$46.4K | 0.27% | 54 |
|
|
2025
Q1 | $676K | Sell |
11,585
-307
| -3% | -$17.9K | 0.28% | 56 |
|
|
2024
Q4 | $741K | Sell |
11,892
-203
| -2% | -$12.6K | 0.32% | 45 |
|
|
2024
Q3 | $754K | Sell |
12,095
-214
| -2% | -$13.3K | 0.32% | 47 |
|
|
2024
Q2 | $720K | Sell |
12,309
-207
| -2% | -$12.1K | 0.34% | 46 |
|
|
2024
Q1 | $760K | Sell |
12,516
-934
| -7% | -$56.7K | 0.39% | 41 |
|
|
2023
Q4 | $745K | Sell |
13,450
-450
| -3% | -$24.9K | 0.43% | 37 |
|
|
2023
Q3 | $693K | Sell |
13,900
-1,140
| -8% | -$56.8K | 0.46% | 36 |
|
|
2023
Q2 | $786K | Sell |
15,040
-13,520
| -47% | -$707K | 0.51% | 35 |
|
|
2023
Q1 | $1.43M | Sell |
28,560
-8,040
| -22% | -$402K | 1.01% | 23 |
|
|
2022
Q4 | $1.77M | Sell |
36,600
-3,160
| -8% | -$153K | 1.43% | 15 |
|
|
2022
Q3 | $1.74M | Sell |
39,760
-4,495
| -10% | -$197K | 1.81% | 13 |
|
|
2022
Q2 | $2M | Buy |
44,255
+840
| +2% | +$38K | 1.9% | 14 |
|
|
2022
Q1 | $2.33M | Buy |
43,415
+2,805
| +7% | +$151K | 1.94% | 15 |
|
|
2021
Q4 | $2.3M | Buy |
+40,610
| New | +$2.3M | 1.92% | 15 |
|