Resurgent Financial 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 | $295K | Sell |
4,755
-398
| -8% | -$24.7K | 0.16% | 146 |
|
|
2025
Q1 | $301K | Buy |
5,153
+111
| +2% | +$6.48K | 0.18% | 138 |
|
|
2024
Q4 | $314K | Buy |
5,042
+55
| +1% | +$3.43K | 0.18% | 135 |
|
|
2024
Q3 | $311K | Buy |
4,987
+17
| +0.3% | +$1.06K | 0.18% | 139 |
|
|
2024
Q2 | $291K | Sell |
4,970
-449
| -8% | -$26.3K | 0.18% | 141 |
|
|
2024
Q1 | $329K | Buy |
5,419
+599
| +12% | +$36.4K | 0.18% | 145 |
|
|
2023
Q4 | $267K | Sell |
4,820
-1,485
| -24% | -$82.3K | 0.16% | 139 |
|
|
2023
Q3 | $315K | Buy |
6,305
+1,585
| +34% | +$79.1K | 0.21% | 107 |
|
|
2023
Q2 | $247K | Buy |
4,720
+135
| +3% | +$7.06K | 0.16% | 118 |
|
|
2023
Q1 | $229K | Sell |
4,585
-4,380
| -49% | -$219K | 0.15% | 130 |
|
|
2022
Q4 | $434K | Sell |
8,965
-355
| -4% | -$17.2K | 0.23% | 99 |
|
|
2022
Q3 | $409K | Buy |
9,320
+130
| +1% | +$5.71K | 0.27% | 100 |
|
|
2022
Q2 | $416K | Buy |
9,190
+2,280
| +33% | +$103K | 0.27% | 103 |
|
|
2022
Q1 | $370K | Buy |
6,910
+1,190
| +21% | +$63.7K | 0.23% | 106 |
|
|
2021
Q4 | $324K | Buy |
+5,720
| New | +$324K | 0.26% | 87 |
|