Ruggaard & Associates’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 | $1.03M | Sell |
16,567
-3,133
| -16% | -$194K | 0.41% | 34 |
|
|
2025
Q1 | $1.15M | Sell |
19,700
-17
| -0.1% | -$992 | 0.5% | 28 |
|
|
2024
Q4 | $1.23M | Buy |
19,717
+107
| +0.5% | +$6.67K | 0.54% | 24 |
|
|
2024
Q3 | $1.22M | Sell |
19,610
-230
| -1% | -$14.3K | 0.53% | 22 |
|
|
2024
Q2 | $1.16M | Hold |
19,840
| – | – | 0.54% | 23 |
|
|
2024
Q1 | $1.21M | Sell |
19,840
-385
| -2% | -$23.4K | 0.57% | 22 |
|
|
2023
Q4 | $1.12M | Hold |
20,225
| – | – | 0.59% | 21 |
|
|
2023
Q3 | $1.01M | Hold |
20,225
| – | – | 0.6% | 21 |
|
|
2023
Q2 | $1.06M | Hold |
20,225
| – | – | 0.62% | 19 |
|
|
2023
Q1 | $1.01M | Buy |
+20,225
| New | +$1.01M | 0.62% | 19 |
|