Patrick M. Sweeney & Associates’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 | $267K | Hold |
4,187
| – | – | 0.18% | 133 |
|
|
2025
Q1 | $244K | Hold |
4,187
| – | – | 0.18% | 132 |
|
|
2024
Q4 | $261K | Hold |
4,187
| – | – | 0.2% | 123 |
|
|
2024
Q3 | $261K | Buy |
4,187
+552
| +15% | +$34.4K | 0.19% | 126 |
|
|
2024
Q2 | $213K | Hold |
3,635
| – | – | 0.17% | 135 |
|
|
2024
Q1 | $221K | Hold |
3,635
| – | – | 0.18% | 128 |
|
|
2023
Q4 | $201K | Buy |
+3,635
| New | +$201K | 0.18% | 125 |
|