SI
Saxon Interests’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Hold |
25,508
| – | – | 0.7% | 34 |
|
|
2025
Q1 | $1.49M | Buy |
25,508
+2,392
| +10% | +$140K | 0.7% | 34 |
|
|
2024
Q4 | $1.44M | Sell |
23,116
-6,438
| -22% | -$401K | 0.63% | 40 |
|
|
2024
Q3 | $1.84M | Buy |
29,554
+992
| +3% | +$61.8K | 0.84% | 29 |
|
|
2024
Q2 | $1.67M | Sell |
28,562
-1,314
| -4% | -$76.9K | 0.8% | 34 |
|
|
2024
Q1 | $1.81M | Buy |
29,876
+23,830
| +394% | +$1.45M | 0.87% | 33 |
|
|
2023
Q4 | $1.68M | Buy |
+6,046
| New | +$1.68M | 0.84% | 29 |
|
|
2023
Q3 | – | Sell |
-3,872
| Closed | -$1.01M | – | 113 |
|
|
2023
Q2 | $1.01M | Hold |
3,872
| – | – | 0.54% | 59 |
|
|
2023
Q1 | $969K | Sell |
3,872
-142
| -4% | -$35.5K | 0.55% | 59 |
|
|
2022
Q4 | $996K | Sell |
4,014
-134
| -3% | -$33.2K | 0.57% | 55 |
|
|
2022
Q3 | $968K | Sell |
4,148
-149
| -3% | -$34.8K | 0.59% | 46 |
|
|
2022
Q2 | $972K | Sell |
4,297
-1,937
| -31% | -$438K | 0.59% | 43 |
|
|
2022
Q1 | $1.67M | Sell |
6,234
-279
| -4% | -$74.9K | 0.89% | 32 |
|
|
2021
Q4 | $1.82M | Buy |
+6,513
| New | +$1.82M | 1.03% | 25 |
|