Palisades Hudson Asset Management’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 | $209K | Buy |
+3,371
| New | +$209K | 0.08% | 103 |
|
|
2025
Q1 | – | Sell |
-3,405
| Closed | -$212K | – | 105 |
|
|
2024
Q4 | $212K | Hold |
3,405
| – | – | 0.09% | 98 |
|
|
2024
Q3 | $212K | Buy |
+3,405
| New | +$212K | 0.09% | 98 |
|
|
2024
Q2 | – | Sell |
-3,405
| Closed | -$207K | – | 95 |
|
|
2024
Q1 | $207K | Buy |
+3,405
| New | +$207K | 0.09% | 93 |
|