River Street 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
$13.8M Buy
221,937
+9,099
+4% +$564K 5.93% 2
2025
Q1
$12.4M Buy
212,838
+9,056
+4% +$528K 6.15% 2
2024
Q4
$12.7M Buy
203,782
+15,493
+8% +$965K 6.49% 1
2024
Q3
$11.7M Buy
188,289
+2,262
+1% +$141K 6.37% 1
2024
Q2
$10.9M Buy
186,027
+4,278
+2% +$250K 6.69% 1
2024
Q1
$11M Buy
181,749
+11,059
+6% +$672K 7.45% 1
2023
Q4
$9.46M Buy
170,690
+11,625
+7% +$644K 7.55% 1
2023
Q3
$7.93M Buy
159,065
+5,165
+3% +$258K 7.49% 1
2023
Q2
$8.05M Sell
153,900
-3,390
-2% -$177K 7.68% 1
2023
Q1
$7.87M Buy
157,290
+6,245
+4% +$312K 7.74% 1
2022
Q4
$7.31M Buy
+151,045
New +$7.31M 7.83% 1