Shufro Rose & Co’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 | $663K | Hold |
11,360
| – | – | 0.05% | 146 |
|
|
2025
Q1 | $663K | Buy |
11,360
+69
| +0.6% | +$4.03K | 0.05% | 147 |
|
|
2024
Q4 | $704K | Buy |
11,291
+2,951
| +35% | +$184K | 0.05% | 136 |
|
|
2024
Q3 | $488K | Hold |
8,340
| – | – | 0.04% | 173 |
|
|
2024
Q2 | $488K | Buy |
8,340
+390
| +5% | +$22.8K | 0.04% | 173 |
|
|
2024
Q1 | $483K | Buy |
7,950
+65
| +0.8% | +$3.95K | 0.04% | 177 |
|
|
2023
Q4 | $393K | Hold |
7,885
| – | – | 0.04% | 186 |
|
|
2023
Q3 | $393K | Hold |
7,885
| – | – | 0.04% | 187 |
|
|
2023
Q2 | $412K | Hold |
7,885
| – | – | 0.04% | 188 |
|
|
2023
Q1 | $395K | Hold |
7,885
| – | – | 0.04% | 193 |
|
|
2022
Q4 | $381K | Hold |
7,885
| – | – | 0.03% | 200 |
|
|
2022
Q3 | $346K | Sell |
7,885
-150
| -2% | -$6.58K | 0.03% | 203 |
|
|
2022
Q2 | $364K | Hold |
8,035
| – | – | 0.03% | 201 |
|
|
2022
Q1 | $431K | Buy |
8,035
+2,435
| +43% | +$131K | 0.03% | 198 |
|
|
2021
Q4 | $317K | Buy |
+5,600
| New | +$317K | 0.02% | 219 |
|
|
2019
Q4 | – | Sell |
-2,760
| Closed | -$107K | – | 321 |
|
|
2019
Q3 | $107K | Buy |
+2,760
| New | +$107K | 0.01% | 293 |
|