Sound Stewardship’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 | $5.7M | Buy |
91,939
+7,285
| +9% | +$452K | 2.94% | 14 |
|
|
2025
Q1 | $4.94M | Sell |
84,654
-344
| -0.4% | -$20.1K | 2.81% | 14 |
|
|
2024
Q4 | $5.3M | Sell |
84,998
-995
| -1% | -$62K | 3.15% | 12 |
|
|
2024
Q3 | $5.36M | Buy |
85,993
+1,667
| +2% | +$104K | 3.01% | 13 |
|
|
2024
Q2 | $4.93M | Buy |
84,326
+812
| +1% | +$47.5K | 3% | 14 |
|
|
2024
Q1 | $5.07M | Buy |
83,514
+3,299
| +4% | +$200K | 3.08% | 13 |
|
|
2023
Q4 | $4.45M | Buy |
80,215
+3,190
| +4% | +$177K | 2.94% | 14 |
|
|
2023
Q3 | $3.84M | Buy |
77,025
+30
| +0% | +$1.5K | 2.58% | 16 |
|
|
2023
Q2 | $4.03M | Sell |
76,995
-2,130
| -3% | -$111K | 2.65% | 15 |
|
|
2023
Q1 | $3.96M | Buy |
79,125
+5,205
| +7% | +$260K | 2.66% | 14 |
|
|
2022
Q4 | $3.58M | Buy |
+73,920
| New | +$3.58M | 2.64% | 15 |
|