Rollins 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 | $420K | Sell |
6,766
-1,250
| -16% | -$77.5K | 0.07% | 87 |
|
|
2025
Q1 | $468K | Sell |
8,016
-756
| -9% | -$44.1K | 0.08% | 84 |
|
|
2024
Q4 | $547K | Buy |
8,772
+1,445
| +20% | +$90K | 0.09% | 79 |
|
|
2024
Q3 | $457K | Buy |
7,327
+2
| +0% | +$125 | 0.08% | 83 |
|
|
2024
Q2 | $429K | Sell |
7,325
-4,728
| -39% | -$277K | 0.07% | 81 |
|
|
2024
Q1 | $732K | Buy |
12,053
+63
| +0.5% | +$3.83K | 0.14% | 64 |
|
|
2023
Q4 | $664K | Buy |
+11,990
| New | +$664K | 0.14% | 59 |
|