RTD 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
$36.6M Sell
589,967
-160,949
-21% -$9.98M 4.68% 5
2025
Q1
$43.8M Buy
750,916
+19,876
+3% +$1.16M 5.89% 3
2024
Q4
$45.6M Buy
731,040
+237,375
+48% +$14.8M 5.84% 4
2024
Q3
$30.8M Buy
493,665
+407,303
+472% +$25.4M 3.89% 9
2024
Q2
$5.05M Buy
86,362
+31,973
+59% +$1.87M 0.68% 37
2024
Q1
$3.3M Buy
54,389
+20,289
+59% +$1.23M 0.44% 42
2023
Q4
$1.89M Buy
+34,100
New +$1.89M 0.27% 50