Shorepoint Capital 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
Q1 | – | Sell |
-3,632
| Closed | -$226K | – | 105 |
|
|
2024
Q4 | $226K | Sell |
3,632
-30
| -0.8% | -$1.87K | 0.05% | 100 |
|
|
2024
Q3 | $228K | Sell |
3,662
-13
| -0.4% | -$810 | 0.05% | 99 |
|
|
2024
Q2 | $215K | Buy |
+3,675
| New | +$215K | 0.05% | 99 |
|
|
2020
Q1 | – | Sell |
-23,705
| Closed | -$976K | – | 85 |
|
|
2019
Q4 | $976K | Buy |
23,705
+1,015
| +4% | +$41.8K | 0.56% | 55 |
|
|
2019
Q3 | $877K | Buy |
22,690
+465
| +2% | +$18K | 0.52% | 54 |
|
|
2019
Q2 | $864K | Buy |
22,225
+70
| +0.3% | +$2.72K | 0.49% | 59 |
|
|
2019
Q1 | $839K | Buy |
+22,155
| New | +$839K | 0.47% | 59 |
|