Sage Mountain 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 | $126K | Hold |
2,030
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $118K | Hold |
2,030
| – | – | 0.01% | 404 |
|
|
2024
Q4 | $126K | Hold |
2,030
| – | – | 0.01% | 398 |
|
|
2024
Q3 | $127K | Hold |
2,030
| – | – | 0.01% | 408 |
|
|
2024
Q2 | $119K | Hold |
2,030
| – | – | 0.01% | 361 |
|
|
2024
Q1 | $123K | Sell |
2,030
-270
| -12% | -$16.4K | 0.01% | 338 |
|
|
2023
Q4 | $127K | Buy |
2,300
+300
| +15% | +$16.6K | 0.01% | 283 |
|
|
2023
Q3 | $99.7K | Buy |
2,000
+10
| +0.5% | +$499 | 0.01% | 290 |
|
|
2023
Q2 | $104K | Buy |
1,990
+750
| +60% | +$39.2K | 0.01% | 279 |
|
|
2023
Q1 | $62K | Buy |
1,240
+315
| +34% | +$15.8K | 0.01% | 279 |
|
|
2022
Q4 | $44.8K | Buy |
925
+160
| +21% | +$7.74K | 0.01% | 223 |
|
|
2022
Q3 | $34K | Hold |
765
| – | – | 0.01% | 312 |
|
|
2022
Q2 | $35K | Sell |
765
-1,560
| -67% | -$71.4K | 0.01% | 552 |
|
|
2022
Q1 | $125K | Hold |
2,325
| – | – | 0.02% | 518 |
|
|
2021
Q4 | $132K | Hold |
2,325
| – | – | 0.02% | 569 |
|
|
2021
Q3 | $122K | Hold |
2,325
| – | – | 0.02% | 478 |
|
|
2021
Q2 | $125K | Buy |
2,325
+1,560
| +204% | +$83.9K | 0.02% | 430 |
|
|
2021
Q1 | $40K | Hold |
765
| – | – | 0.01% | 411 |
|
|
2020
Q4 | $35K | Buy |
+765
| New | +$35K | 0.01% | 237 |
|