Sowell Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sowell Financial Services’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.34M	Sell	53,773 -7,549	-12%	-$468K	0.14%	157
2025 Q1	$3.58M	Sell	61,322 -2,127	-3%	-$124K	0.16%	133
2024 Q4	$3.95M	Sell	63,449 -33,304	-34%	-$2.08M	0.21%	113
2024 Q3	$6.03M	Buy	96,753 +1,040	+1%	+$64.8K	0.28%	89
2024 Q2	$5.6M	Buy	95,713 +6,438	+7%	+$377K	0.27%	88
2024 Q1	$5.42M	Sell	89,275 -1,525	-2%	-$92.6K	0.26%	98
2023 Q4	$5.03M	Buy	90,800 +2,475	+3%	+$137K	0.27%	93
2023 Q3	$4.43M	Buy	88,325 +21,805	+33%	+$1.09M	0.28%	94
2023 Q2	$3.48M	Buy	66,520 +29,105	+78%	+$1.52M	0.19%	120
2023 Q1	$1.87M	Sell	37,415 -32,865	-47%	-$1.64M	0.14%	167
2022 Q4	$3.4M	Buy	+70,280	New	+$3.4M	0.22%	120
2022 Q1	–	Sell	-88,510	Closed	-$5.01M	–	323
2021 Q4	$5.01M	Buy	88,510 +9,960	+13%	+$564K	0.29%	76
2021 Q3	$4.13M	Sell	78,550 -14,080	-15%	-$741K	0.28%	90
2021 Q2	$4.98M	Sell	92,630 -50,745	-35%	-$2.73M	0.33%	76
2021 Q1	$7.84M	Buy	143,375 +76,720	+115%	+$4.2M	0.27%	85
2020 Q4	$3.06M	Buy	66,655 +11,580	+21%	+$532K	0.13%	140
2020 Q3	$2.04M	Buy	55,075 +685	+1%	+$25.4K	0.1%	177
2020 Q2	$1.93M	Buy	54,390 +2,090	+4%	+$74.3K	0.11%	178
2020 Q1	$1.51M	Buy	52,300 +1,355	+3%	+$39K	0.11%	189
2019 Q4	$2.1M	Sell	50,945 -75,580	-60%	-$3.11M	0.16%	138
2019 Q3	$4.89M	Buy	+126,525	New	+$4.89M	0.4%	54
2019 Q1	$5.52M	Sell	145,640 -9,835	-6%	-$373K	0.62%	39
2018 Q4	$5.16M	Buy	+155,475	New	+$5.16M	0.73%	32
2018 Q3	–	Sell	-168,265	Closed	-$6.67M	–	404
2018 Q2	$6.67M	Buy	168,265 +13,260	+9%	+$526K	1.42%	14
2018 Q1	$5.81M	Buy	155,005 +10,560	+7%	+$396K	1.45%	16
2017 Q4	$5.65M	Sell	144,445 -5,965	-4%	-$233K	1.38%	18
2017 Q3	$5.49M	Sell	150,410 -9,730	-6%	-$355K	1.43%	20
2017 Q2	$5.58M	Buy	160,140 +10,825	+7%	+$377K	1.58%	15
2017 Q1	$5.15M	Buy	149,315 +14,650	+11%	+$505K	1.52%	13
2016 Q4	$4.66M	Buy	+134,665	New	+$4.66M	1.56%	12