Rise 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 | $277K | Sell |
4,461
-2,355
| -35% | -$146K | 0.11% | 72 |
|
|
2025
Q1 | $398K | Sell |
6,816
-2,241
| -25% | -$131K | 0.18% | 53 |
|
|
2024
Q4 | $564K | Sell |
9,057
-882
| -9% | -$55K | 0.27% | 32 |
|
|
2024
Q3 | $619K | Sell |
9,939
-1,456
| -13% | -$90.7K | 0.3% | 31 |
|
|
2024
Q2 | $667K | Buy |
11,395
+31
| +0.3% | +$1.81K | 0.35% | 25 |
|
|
2024
Q1 | $690K | Sell |
11,364
-636
| -5% | -$38.6K | 0.37% | 24 |
|
|
2023
Q4 | $665K | Sell |
12,000
-830
| -6% | -$46K | 0.47% | 19 |
|
|
2023
Q3 | $640K | Sell |
12,830
-5,300
| -29% | -$264K | 0.51% | 19 |
|
|
2023
Q2 | $948K | Sell |
18,130
-350
| -2% | -$18.3K | 0.73% | 15 |
|
|
2023
Q1 | $925K | Sell |
18,480
-900
| -5% | -$45K | 0.7% | 17 |
|
|
2022
Q4 | $938K | Sell |
19,380
-4,955
| -20% | -$240K | 0.75% | 19 |
|
|
2022
Q3 | $1.07M | Sell |
24,335
-110
| -0.4% | -$4.82K | 0.88% | 19 |
|
|
2022
Q2 | $1.11M | Buy |
24,445
+240
| +1% | +$10.9K | 1.12% | 18 |
|
|
2022
Q1 | $1.3M | Sell |
24,205
-1,055
| -4% | -$56.6K | 1.17% | 17 |
|
|
2021
Q4 | $1.43M | Buy |
+25,260
| New | +$1.43M | 1.36% | 17 |
|