Spirepoint Private Client’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
$1.39M Buy
22,340
+478
+2% +$29.6K 0.16% 90
2025
Q1
$1.28M Sell
21,862
-521
-2% -$30.4K 0.17% 80
2024
Q4
$1.39M Buy
22,383
+1,607
+8% +$100K 0.17% 77
2024
Q3
$1.29M Buy
20,776
+122
+0.6% +$7.6K 0.17% 83
2024
Q2
$1.21M Sell
20,654
-359
-2% -$21K 0.17% 82
2024
Q1
$1.28M Buy
+21,013
New +$1.28M 0.19% 75