Safeguard Financial’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
Q1 | $548K | Buy |
9,398
+490
| +6% | +$28.6K | 0.12% | 62 |
|
|
2024
Q4 | $555K | Sell |
8,908
-186
| -2% | -$11.6K | 0.12% | 61 |
|
|
2024
Q3 | $567K | Buy |
9,094
+2,411
| +36% | +$150K | 0.13% | 62 |
|
|
2024
Q2 | $391K | Buy |
6,683
+1
| +0% | +$59 | 0.11% | 71 |
|
|
2024
Q1 | $406K | Buy |
6,682
+2
| +0% | +$121 | 0.13% | 61 |
|
|
2023
Q4 | $370K | Buy |
6,680
+1,965
| +42% | +$109K | 0.14% | 56 |
|
|
2023
Q3 | $235K | Sell |
4,715
-560
| -11% | -$27.9K | 0.11% | 62 |
|
|
2023
Q2 | $275K | Buy |
5,275
+675
| +15% | +$35.2K | 0.13% | 56 |
|
|
2023
Q1 | $230K | Buy |
4,600
+220
| +5% | +$11K | 0.14% | 57 |
|
|
2022
Q4 | $212K | Buy |
+4,380
| New | +$212K | 0.15% | 63 |
|
|
2022
Q2 | – | Sell |
-7,370
| Closed | -$396K | – | 48 |
|
|
2022
Q1 | $396K | Buy |
+7,370
| New | +$396K | 0.59% | 32 |
|