Sandbox Financial Partners’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 | $9.17M | Buy |
147,781
+141,577
| +2,282% | +$8.78M | 2.89% | 10 |
|
|
2025
Q1 | $362K | Sell |
6,204
-134,733
| -96% | -$7.86M | 0.13% | 79 |
|
|
2024
Q4 | $8.78M | Sell |
140,937
-42,577
| -23% | -$2.65M | 2.93% | 10 |
|
|
2024
Q3 | $11.4M | Buy |
183,514
+8,432
| +5% | +$525K | 4.05% | 5 |
|
|
2024
Q2 | $10.2M | Buy |
175,082
+9,010
| +5% | +$527K | 3.93% | 6 |
|
|
2024
Q1 | $10.1M | Buy |
166,072
+2,792
| +2% | +$170K | 4.24% | 5 |
|
|
2023
Q4 | $9.05M | Buy |
163,280
+2,100
| +1% | +$116K | 4.25% | 7 |
|
|
2023
Q3 | $8.04M | Buy |
161,180
+14,765
| +10% | +$736K | 4.25% | 8 |
|
|
2023
Q2 | $7.66M | Buy |
146,415
+12,405
| +9% | +$649K | 4% | 7 |
|
|
2023
Q1 | $6.7M | Buy |
134,010
+5,835
| +5% | +$292K | 4.05% | 9 |
|
|
2022
Q4 | $6.2M | Buy |
128,175
+3,240
| +3% | +$157K | 4.29% | 9 |
|
|
2022
Q3 | $5.48M | Buy |
124,935
+2,295
| +2% | +$101K | 4.01% | 8 |
|
|
2022
Q2 | $5.55M | Buy |
122,640
+2,965
| +2% | +$134K | 3.95% | 8 |
|
|
2022
Q1 | $6.42M | Buy |
119,675
+45,860
| +62% | +$2.46M | 3.67% | 8 |
|
|
2021
Q4 | $4.18M | Buy |
73,815
+10,745
| +17% | +$608K | 2.62% | 7 |
|
|
2021
Q3 | $3.32M | Buy |
+63,070
| New | +$3.32M | 2.37% | 7 |
|