Paladin Advisory Group’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 | $608K | Sell |
9,805
-150
| -2% | -$9.3K | 0.46% | 42 |
|
|
2025
Q1 | $581K | Sell |
9,955
-527
| -5% | -$30.8K | 0.46% | 44 |
|
|
2024
Q4 | $653K | Hold |
10,482
| – | – | 0.5% | 43 |
|
|
2024
Q3 | $653K | Hold |
10,482
| – | – | 0.48% | 43 |
|
|
2024
Q2 | $608K | Sell |
10,482
-58
| -0.6% | -$3.36K | 0.47% | 43 |
|
|
2024
Q1 | $636K | Sell |
10,540
-250
| -2% | -$15.1K | 0.5% | 41 |
|
|
2023
Q4 | $598K | Sell |
10,790
-37,760
| -78% | -$2.09M | 0.49% | 42 |
|
|
2023
Q3 | $2.42M | Sell |
48,550
-6,815
| -12% | -$340K | 2.04% | 15 |
|
|
2023
Q2 | $2.9M | Sell |
55,365
-2,475
| -4% | -$129K | 2.32% | 11 |
|
|
2023
Q1 | $2.89M | Buy |
+57,840
| New | +$2.89M | 2.41% | 11 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 108 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 107 |
|
|
2022
Q2 | – | Sell |
-19,160
| Closed | -$1.03M | – | 108 |
|
|
2022
Q1 | $1.03M | Buy |
+19,160
| New | +$1.03M | 0.84% | 33 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 105 |
|