Napatree Capital’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
$1.69M Buy
28,895
+2,144
+8% +$125K 0.95% 25
2024
Q4
$1.67M Buy
26,751
+14,651
+121% +$913K 0.98% 28
2024
Q3
$754K Buy
12,100
+1,995
+20% +$124K 0.53% 55
2024
Q2
$591K Sell
10,105
-55
-0.5% -$3.22K 0.48% 71
2024
Q1
$580K Buy
10,160
+625
+7% +$35.7K 0.56% 69
2023
Q4
$529K Buy
+9,535
New +$529K 0.53% 72