NFP Retirement Inc’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 | $21.3M | Sell |
342,999
-22,072
| -6% | -$1.37M | 1.41% | 15 |
|
|
2025
Q1 | $21.3M | Buy |
365,071
+72,451
| +25% | +$4.23M | 1.69% | 12 |
|
|
2024
Q4 | $18.2M | Buy |
292,620
+3,236
| +1% | +$202K | 1.44% | 13 |
|
|
2024
Q3 | $18M | Buy |
289,384
+10,686
| +4% | +$666K | 1.46% | 12 |
|
|
2024
Q2 | $16.3M | Sell |
278,698
-6,059
| -2% | -$355K | 1.37% | 13 |
|
|
2024
Q1 | $17.3M | Buy |
284,757
+271,212
| +2,002% | +$16.5M | 1.49% | 13 |
|
|
2023
Q4 | $751K | Buy |
13,545
+45
| +0.3% | +$2.5K | 0.13% | 113 |
|
|
2023
Q3 | $673K | Buy |
13,500
+45
| +0.3% | +$2.24K | 0.13% | 119 |
|
|
2023
Q2 | $704K | Sell |
13,455
-30
| -0.2% | -$1.57K | 0.13% | 118 |
|
|
2023
Q1 | $675K | Sell |
13,485
-365
| -3% | -$18.3K | 0.13% | 127 |
|
|
2022
Q4 | $670K | Buy |
13,850
+5,985
| +76% | +$290K | 0.15% | 121 |
|
|
2022
Q3 | $345K | Hold |
7,865
| – | – | 0.09% | 166 |
|
|
2022
Q2 | $356K | Buy |
7,865
+1,375
| +21% | +$62.3K | 0.09% | 167 |
|
|
2022
Q1 | $348K | Buy |
+6,490
| New | +$348K | 0.08% | 162 |
|