Rothschild Investment LLC’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 | $97.7K | Hold |
1,575
| – | – | 0.01% | 649 |
|
|
2025
Q1 | $91.9K | Hold |
1,575
| – | – | 0.01% | 647 |
|
|
2024
Q4 | $98.1K | Hold |
1,575
| – | – | 0.01% | 642 |
|
|
2024
Q3 | $98.2K | Hold |
1,575
| – | – | 0.01% | 652 |
|
|
2024
Q2 | $92.2K | Hold |
1,575
| – | – | 0.01% | 640 |
|
|
2024
Q1 | $95.7K | Hold |
1,575
| – | – | 0.01% | 603 |
|
|
2023
Q4 | $87.3K | Sell |
1,575
-3,185
| -67% | -$177K | 0.01% | 556 |
|
|
2023
Q3 | $237K | Buy |
4,760
+40
| +0.8% | +$1.99K | 0.02% | 417 |
|
|
2023
Q2 | $247K | Buy |
+4,720
| New | +$247K | 0.02% | 430 |
|
|
2020
Q4 | – | Sell |
-7,000
| Closed | -$259K | – | 463 |
|
|
2020
Q3 | $259K | Buy |
+7,000
| New | +$259K | 0.03% | 357 |
|