NewEdge Wealth’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 | $11M | Buy |
175,680
+8,494
| +5% | +$531K | 0.17% | 111 |
|
|
2025
Q1 | $9.76M | Buy |
167,186
+598
| +0.4% | +$34.9K | 0.18% | 112 |
|
|
2024
Q4 | $10.4M | Buy |
166,588
+22,649
| +16% | +$1.41M | 0.18% | 113 |
|
|
2024
Q3 | $8.97M | Buy |
143,939
+85,935
| +148% | +$5.36M | 0.16% | 127 |
|
|
2024
Q2 | $3.39M | Sell |
58,004
-907
| -2% | -$53.1K | 0.07% | 221 |
|
|
2024
Q1 | $3.41M | Buy |
58,911
+10,831
| +23% | +$627K | 0.08% | 219 |
|
|
2023
Q4 | $2.67M | Buy |
48,080
+20,895
| +77% | +$1.16M | 0.07% | 249 |
|
|
2023
Q3 | $1.36M | Buy |
27,185
+115
| +0.4% | +$5.74K | 0.04% | 315 |
|
|
2023
Q2 | $1.42M | Sell |
27,070
-2,450
| -8% | -$128K | 0.05% | 309 |
|
|
2023
Q1 | $1.48M | Sell |
29,520
-2,970
| -9% | -$149K | 0.06% | 269 |
|
|
2022
Q4 | $1.57M | Buy |
32,490
+6,465
| +25% | +$313K | 0.07% | 243 |
|
|
2022
Q3 | $1.14M | Buy |
26,025
+20,930
| +411% | +$918K | 0.05% | 258 |
|
|
2022
Q2 | $231K | Buy |
+5,095
| New | +$231K | 0.01% | 509 |
|