Spectrum Asset Management (California)’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 | – | Sell |
-8,933
| Closed | -$521K | – | 100 |
|
|
2025
Q1 | $521K | Sell |
8,933
-32,548
| -78% | -$1.9M | 0.23% | 58 |
|
|
2024
Q4 | $2.58M | Buy |
41,481
+765
| +2% | +$47.7K | 1.16% | 35 |
|
|
2024
Q3 | $2.54M | Sell |
40,716
-148
| -0.4% | -$9.22K | 1.07% | 34 |
|
|
2024
Q2 | $2.39M | Buy |
40,864
+484
| +1% | +$28.3K | 1.11% | 36 |
|
|
2024
Q1 | $2.45M | Buy |
+40,380
| New | +$2.45M | 1.05% | 35 |
|