NorthLanding Financial Partners’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
$2.62M Buy
42,260
+3,074
+8% +$191K 2.32% 9
2025
Q1
$2.29M Sell
39,186
-467
-1% -$27.2K 2.25% 8
2024
Q4
$2.47M Buy
39,653
+406
+1% +$25.3K 2.49% 8
2024
Q3
$2.45M Buy
39,247
+142
+0.4% +$8.85K 2.42% 8
2024
Q2
$2.29M Buy
39,105
+256
+0.7% +$15K 2.43% 8
2024
Q1
$2.36M Sell
38,849
-1,106
-3% -$67.2K 2.57% 8
2023
Q4
$2.21M Sell
39,955
-1,550
-4% -$85.9K 2.62% 10
2023
Q3
$2.07M Buy
41,505
+2,725
+7% +$136K 2.65% 11
2023
Q2
$2.03M Sell
38,780
-44,245
-53% -$2.31M 2.64% 11
2023
Q1
$4.15M Sell
83,025
-39,100
-32% -$1.96M 2.93% 9
2022
Q4
$5.91M Sell
122,125
-4,870
-4% -$236K 4.25% 6
2022
Q3
$5.57M Buy
+126,995
New +$5.57M 4.4% 6