Private Client Services’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 | $400K | Buy |
6,444
+1,711
| +36% | +$106K | 0.16% | 128 |
|
|
2025
Q1 | $276K | Buy |
4,733
+888
| +23% | +$51.8K | 0.14% | 141 |
|
|
2024
Q4 | $240K | Sell |
3,845
-334
| -8% | -$20.8K | 0.13% | 155 |
|
|
2024
Q3 | $260K | Buy |
4,179
+324
| +8% | +$20.2K | 0.14% | 137 |
|
|
2024
Q2 | $226K | Sell |
3,855
-336
| -8% | -$19.7K | 0.14% | 126 |
|
|
2024
Q1 | $255K | Sell |
4,191
-304
| -7% | -$18.5K | 0.17% | 109 |
|
|
2023
Q4 | $249K | Buy |
+4,495
| New | +$249K | 0.2% | 116 |
|