Sage Financial Management Group’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 | $4.89M | Sell |
78,826
-12,192
| -13% | -$756K | 1.69% | 16 |
|
|
2025
Q1 | $5.31M | Buy |
91,018
+2,492
| +3% | +$145K | 1.93% | 15 |
|
|
2024
Q4 | $5.52M | Buy |
88,526
+9,917
| +13% | +$618K | 2.04% | 15 |
|
|
2024
Q3 | $4.9M | Buy |
+78,609
| New | +$4.9M | 1.9% | 16 |
|
|
2024
Q2 | – | Sell |
-71,316
| Closed | -$4.33M | – | 22 |
|
|
2024
Q1 | $4.33M | Buy |
71,316
+3,306
| +5% | +$201K | 2.05% | 16 |
|
|
2023
Q4 | $3.77M | Buy |
68,010
+5,755
| +9% | +$319K | 2.02% | 15 |
|
|
2023
Q3 | $3.11M | Buy |
+62,255
| New | +$3.11M | 1.87% | 16 |
|
|
2023
Q1 | – | Sell |
-7,600
| Closed | -$368K | – | 38 |
|
|
2022
Q4 | $368K | Buy |
+7,600
| New | +$368K | 0.26% | 33 |
|
|
2021
Q2 | – | Sell |
-1,070
| Closed | -$56K | – | 66 |
|
|
2021
Q1 | $56K | Buy |
+1,070
| New | +$56K | 0.04% | 57 |
|