Sonora Investment Management 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
Q2 | $376K | Sell |
6,055
-388
| -6% | -$24.1K | 0.03% | 196 |
|
|
2025
Q1 | $376K | Sell |
6,443
-40
| -0.6% | -$2.33K | 0.03% | 193 |
|
|
2024
Q4 | $404K | Hold |
6,483
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $404K | Buy |
6,483
+3,085
| +91% | +$192K | 0.03% | 191 |
|
|
2024
Q2 | $206K | Hold |
3,398
| – | – | 0.02% | 261 |
|
|
2024
Q1 | $206K | Sell |
3,398
-247
| -7% | -$15K | 0.02% | 262 |
|
|
2023
Q4 | $202K | Buy |
+3,645
| New | +$202K | 0.02% | 251 |
|
|
2022
Q1 | – | Sell |
-3,775
| Closed | -$214K | – | 228 |
|
|
2021
Q4 | $214K | Buy |
+3,775
| New | +$214K | 0.02% | 194 |
|