Schechter Investment 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
Q1 | $201K | Buy |
3,448
+208
| +6% | +$12.1K | 0.02% | 556 |
|
|
2024
Q4 | $202K | Sell |
3,240
-210
| -6% | -$13.1K | 0.02% | 578 |
|
|
2024
Q3 | $215K | Hold |
3,450
| – | – | 0.02% | 571 |
|
|
2024
Q2 | $202K | Sell |
3,450
-40
| -1% | -$2.34K | 0.02% | 566 |
|
|
2024
Q1 | $212K | Sell |
3,490
-6,715
| -66% | -$408K | 0.02% | 572 |
|
|
2023
Q4 | $566K | Buy |
10,205
+200
| +2% | +$11.1K | 0.05% | 334 |
|
|
2023
Q3 | $499K | Buy |
+10,005
| New | +$499K | 0.05% | 343 |
|
|
2022
Q4 | – | Sell |
-6,765
| Closed | -$296K | – | 872 |
|
|
2022
Q3 | $296K | Sell |
6,765
-13,110
| -66% | -$574K | 0.03% | 707 |
|
|
2022
Q2 | $900K | Buy |
19,875
+4,920
| +33% | +$223K | 0.09% | 318 |
|
|
2022
Q1 | $803K | Buy |
+14,955
| New | +$803K | 0.07% | 381 |
|