MSH Capital 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 | $4.8M | Sell |
77,399
-3,727
| -5% | -$231K | 1.38% | 16 |
|
|
2025
Q1 | $4.73M | Buy |
81,126
+1,674
| +2% | +$97.7K | 1.46% | 14 |
|
|
2024
Q4 | $4.95M | Sell |
79,452
-342
| -0.4% | -$21.3K | 1.56% | 15 |
|
|
2024
Q3 | $4.97M | Sell |
79,794
-1,293
| -2% | -$80.6K | 1.52% | 15 |
|
|
2024
Q2 | $4.75M | Buy |
81,087
+2,640
| +3% | +$154K | 1.59% | 14 |
|
|
2024
Q1 | $4.76M | Sell |
78,447
-10,003
| -11% | -$608K | 1.67% | 13 |
|
|
2023
Q4 | $4.9M | Sell |
88,450
-2,835
| -3% | -$157K | 1.83% | 11 |
|
|
2023
Q3 | $4.55M | Sell |
91,285
-5,955
| -6% | -$297K | 1.79% | 10 |
|
|
2023
Q2 | $5.09M | Sell |
97,240
-4,050
| -4% | -$212K | 1.86% | 7 |
|
|
2023
Q1 | $5.07M | Sell |
101,290
-3,380
| -3% | -$169K | 2.16% | 6 |
|
|
2022
Q4 | $5.06M | Sell |
104,670
-5,030
| -5% | -$243K | 2.29% | 5 |
|
|
2022
Q3 | $4.81M | Buy |
109,700
+1,810
| +2% | +$79.4K | 2.37% | 6 |
|
|
2022
Q2 | $4.88M | Buy |
107,890
+5,425
| +5% | +$245K | 2.27% | 6 |
|
|
2022
Q1 | $5.5M | Buy |
102,465
+9,610
| +10% | +$516K | 2.27% | 7 |
|
|
2021
Q4 | $5.26M | Buy |
+92,855
| New | +$5.26M | 2.35% | 6 |
|