Presidio Capital 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
Q1 | – | Sell |
-24,089
| Closed | -$1.5M | – | 74 |
|
|
2024
Q4 | $1.5M | Buy |
24,089
+6,326
| +36% | +$394K | 0.8% | 16 |
|
|
2024
Q3 | $1.11M | Sell |
17,763
-3,205
| -15% | -$200K | 0.71% | 20 |
|
|
2024
Q2 | $1.23M | Buy |
+20,968
| New | +$1.23M | 0.86% | 19 |
|
|
2024
Q1 | – | Sell |
-32,500
| Closed | -$1.8M | – | 51 |
|
|
2023
Q4 | $1.8M | Buy |
32,500
+1,485
| +5% | +$82.3K | 1.41% | 10 |
|
|
2023
Q3 | $1.55M | Buy |
31,015
+450
| +1% | +$22.4K | 1.36% | 10 |
|
|
2023
Q2 | $1.6M | Buy |
30,565
+3,025
| +11% | +$158K | 1.28% | 11 |
|
|
2023
Q1 | $1.38M | Buy |
27,540
+4,540
| +20% | +$227K | 1.2% | 10 |
|
|
2022
Q4 | $1.11M | Buy |
+23,000
| New | +$1.11M | 1.01% | 15 |
|