Signature Estate & 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
Q2
$973K Buy
15,693
+772
+5% +$47.9K 0.02% 239
2025
Q1
$871K Sell
14,921
-1,372
-8% -$80.1K 0.02% 242
2024
Q4
$1.02M Buy
16,293
+133
+0.8% +$8.29K 0.03% 213
2024
Q3
$1.01M Buy
16,160
+718
+5% +$44.7K 0.02% 202
2024
Q2
$904K Buy
+15,442
New +$904K 0.02% 211
2018
Q4
Sell
-3,705
Closed -$149K 185
2018
Q3
$149K Buy
+3,705
New +$149K 0.01% 128