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 |
|