Smart Money Group’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 |
-5,247
| Closed | -$327K | – | 86 |
|
|
2024
Q4 | $327K | Buy |
5,247
+21
| +0.4% | +$1.31K | 0.11% | 86 |
|
|
2024
Q3 | $323K | Buy |
5,226
+20
| +0.4% | +$1.24K | 0.12% | 83 |
|
|
2024
Q2 | $323K | Buy |
5,206
+14
| +0.3% | +$868 | 0.12% | 82 |
|
|
2024
Q1 | $297K | Buy |
+5,192
| New | +$297K | 0.12% | 81 |
|
|
2022
Q1 | – | Sell |
-3,580
| Closed | -$203K | – | 64 |
|
|
2021
Q4 | $203K | Buy |
+3,580
| New | +$203K | 0.13% | 67 |
|
|
2020
Q1 | – | Sell |
-5,195
| Closed | -$214K | – | 87 |
|
|
2019
Q4 | $214K | Buy |
+5,195
| New | +$214K | 0.13% | 81 |
|
|
2018
Q3 | – | Sell |
-5,750
| Closed | -$224K | – | 59 |
|
|
2018
Q2 | $224K | Sell |
5,750
-1,040
| -15% | -$40.5K | 0.2% | 53 |
|
|
2018
Q1 | $255K | Sell |
6,790
-320
| -5% | -$12K | 0.26% | 47 |
|
|
2017
Q4 | $270K | Buy |
+7,110
| New | +$270K | 0.42% | 32 |
|