Roundview Capital’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
$504K Sell
8,128
-513
-6% -$31.8K 0.03% 260
2025
Q1
$504K Buy
8,641
+1,530
+22% +$89.3K 0.04% 255
2024
Q4
$443K Buy
7,111
+463
+7% +$28.9K 0.03% 278
2024
Q3
$414K Buy
6,648
+495
+8% +$30.9K 0.03% 286
2024
Q2
$360K Buy
6,153
+22
+0.4% +$1.29K 0.03% 280
2024
Q1
$372K Buy
+6,131
New +$372K 0.03% 277
2022
Q2
Sell
-5,465
Closed -$293K 285
2022
Q1
$293K Buy
+5,465
New +$293K 0.03% 261