Morton Capital Management’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 | $679K | Buy |
10,948
+4,714
| +76% | +$292K | 0.12% | 56 |
|
|
2025
Q1 | $364K | Buy |
6,234
+107
| +2% | +$6.24K | 0.07% | 77 |
|
|
2024
Q4 | $382K | Buy |
6,127
+4
| +0.1% | +$249 | 0.07% | 79 |
|
|
2024
Q3 | $382K | Buy |
+6,123
| New | +$382K | 0.08% | 76 |
|
|
2023
Q1 | – | Sell |
-4,985
| Closed | -$241K | – | 93 |
|
|
2022
Q4 | $241K | Buy |
+4,985
| New | +$241K | 0.09% | 73 |
|
|
2022
Q1 | – | Sell |
-3,645
| Closed | -$206K | – | 87 |
|
|
2021
Q4 | $206K | Buy |
+3,645
| New | +$206K | 0.08% | 85 |
|