Relyea Zuckerberg Hanson’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 | $525K | Sell |
8,465
-3,707
| -30% | -$230K | 0.06% | 146 |
|
|
2025
Q1 | $710K | Buy |
12,172
+33
| +0.3% | +$1.93K | 0.1% | 116 |
|
|
2024
Q4 | $756K | Buy |
12,139
+51
| +0.4% | +$3.18K | 0.1% | 109 |
|
|
2024
Q3 | $753K | Buy |
12,088
+46
| +0.4% | +$2.87K | 0.11% | 95 |
|
|
2024
Q2 | $705K | Buy |
12,042
+34
| +0.3% | +$1.99K | 0.12% | 94 |
|
|
2024
Q1 | $729K | Buy |
12,008
+33
| +0.3% | +$2K | 0.13% | 90 |
|
|
2023
Q4 | $664K | Buy |
11,975
+105
| +0.9% | +$5.82K | 0.13% | 94 |
|
|
2023
Q3 | $592K | Hold |
11,870
| – | – | 0.14% | 93 |
|
|
2023
Q2 | $621K | Buy |
11,870
+35
| +0.3% | +$1.83K | 0.14% | 93 |
|
|
2023
Q1 | $592K | Sell |
11,835
-215
| -2% | -$10.8K | 0.14% | 92 |
|
|
2022
Q4 | $583K | Buy |
+12,050
| New | +$583K | 0.17% | 87 |
|