Savvy Advisors Inc’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 | $2.99M | Buy |
48,222
+19,086
| +66% | +$1.18M | 0.2% | 76 |
|
|
2025
Q1 | $1.7M | Buy |
29,136
+11,241
| +63% | +$656K | 0.17% | 95 |
|
|
2024
Q4 | $1.12M | Buy |
17,895
+2,229
| +14% | +$139K | 0.13% | 127 |
|
|
2024
Q3 | $976K | Sell |
15,666
-5,371
| -26% | -$335K | 0.2% | 105 |
|
|
2024
Q2 | $1.23M | Buy |
21,037
+8,972
| +74% | +$525K | 0.4% | 57 |
|
|
2024
Q1 | $733K | Buy |
12,065
+8,225
| +214% | +$500K | 0.42% | 59 |
|
|
2023
Q4 | $213K | Buy |
+3,840
| New | +$213K | 0.21% | 144 |
|