SAM
Secure Asset Management’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 | $1.62M | Buy |
26,063
+20,358
| +357% | +$1.26M | 0.3% | 84 |
|
|
2025
Q1 | $333K | Buy |
5,705
+1,692
| +42% | +$98.7K | 0.07% | 219 |
|
|
2024
Q4 | $250K | Buy |
4,013
+219
| +6% | +$13.6K | 0.04% | 280 |
|
|
2024
Q3 | $236K | Buy |
+3,794
| New | +$236K | 0.04% | 269 |
|
|
2020
Q2 | – | Sell |
-4,238
| Closed | -$610K | – | 157 |
|
|
2020
Q1 | $610K | Sell |
4,238
-544
| -11% | -$78.3K | 0.66% | 39 |
|
|
2019
Q4 | $984K | Buy |
+4,782
| New | +$984K | 0.69% | 37 |
|