Rothschild Capital Partners’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 | $302K | Sell |
4,871
-1,219
| -20% | -$75.6K | 0.08% | 63 |
|
|
2025
Q1 | $355K | Sell |
6,090
-635
| -9% | -$37.1K | 0.09% | 57 |
|
|
2024
Q4 | $419K | Buy |
6,725
+94
| +1% | +$5.86K | 0.1% | 55 |
|
|
2024
Q3 | $413K | Sell |
6,631
-9
| -0.1% | -$561 | 0.12% | 40 |
|
|
2024
Q2 | $389K | Buy |
6,640
+443
| +7% | +$25.9K | 0.11% | 41 |
|
|
2024
Q1 | $376K | Buy |
6,197
+967
| +18% | +$58.7K | 0.11% | 36 |
|
|
2023
Q4 | $290K | Buy |
+5,230
| New | +$290K | 0.09% | 35 |
|