Romano Brothers & Co’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 | $618K | Sell |
9,967
-182
| -2% | -$11.3K | 0.08% | 202 |
|
|
2025
Q1 | $592K | Hold |
10,149
| – | – | 0.08% | 201 |
|
|
2024
Q4 | $632K | Hold |
10,149
| – | – | 0.08% | 191 |
|
|
2024
Q3 | $632K | Hold |
10,149
| – | – | 0.08% | 196 |
|
|
2024
Q2 | $594K | Buy |
10,149
+54
| +0.5% | +$3.16K | 0.08% | 191 |
|
|
2024
Q1 | $613K | Hold |
10,095
| – | – | 0.08% | 189 |
|
|
2023
Q4 | $560K | Sell |
10,095
-750
| -7% | -$41.6K | 0.08% | 187 |
|
|
2023
Q3 | $541K | Hold |
10,845
| – | – | 0.08% | 194 |
|
|
2023
Q2 | $567K | Hold |
10,845
| – | – | 0.08% | 194 |
|
|
2023
Q1 | $543K | Hold |
10,845
| – | – | 0.08% | 196 |
|
|
2022
Q4 | $525K | Buy |
10,845
+800
| +8% | +$38.7K | 0.08% | 197 |
|
|
2022
Q3 | $440K | Buy |
+10,045
| New | +$440K | 0.07% | 210 |
|