Richardson Financial 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 | $569K | Hold |
9,063
| – | – | 0.38% | 77 |
|
|
2025
Q1 | $529K | Hold |
9,063
| – | – | 0.4% | 72 |
|
|
2024
Q4 | $563K | Sell |
9,063
-982
| -10% | -$61.1K | 0.4% | 66 |
|
|
2024
Q3 | $588K | Hold |
10,045
| – | – | 0.37% | 69 |
|
|
2024
Q2 | $588K | Sell |
10,045
-32
| -0.3% | -$1.87K | 0.42% | 65 |
|
|
2024
Q1 | $612K | Buy |
10,077
+107
| +1% | +$6.5K | 0.43% | 66 |
|
|
2023
Q4 | $553K | Buy |
+9,970
| New | +$553K | 0.48% | 61 |
|