Panoramic Investment Advisors’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 | $483K | Sell |
7,787
-4,118
| -35% | -$255K | 0.3% | 67 |
|
|
2025
Q1 | $695K | Sell |
11,905
-199
| -2% | -$11.6K | 0.47% | 50 |
|
|
2024
Q4 | $754K | Sell |
12,104
-581
| -5% | -$36.2K | 0.49% | 48 |
|
|
2024
Q3 | $791K | Buy |
+12,685
| New | +$791K | 0.55% | 44 |
|
|
2024
Q1 | $1.01M | Sell |
16,570
-870
| -5% | -$52.8K | 0.74% | 37 |
|
|
2023
Q4 | $967K | Sell |
17,440
-485
| -3% | -$26.9K | 0.84% | 35 |
|
|
2023
Q3 | $894K | Buy |
+17,925
| New | +$894K | 0.82% | 35 |
|
|
2022
Q4 | $988K | Buy |
+20,425
| New | +$988K | 1.01% | 30 |
|