Stephenson & Company’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 | $6.14M | Buy |
98,943
+3,653
| +4% | +$227K | 3.73% | 7 |
|
|
2025
Q1 | $5.56M | Buy |
95,290
+1,627
| +2% | +$94.9K | 3.61% | 7 |
|
|
2024
Q4 | $5.84M | Buy |
93,663
+4,166
| +5% | +$260K | 3.93% | 8 |
|
|
2024
Q3 | $5.58M | Buy |
89,497
+2,714
| +3% | +$169K | 3.77% | 8 |
|
|
2024
Q2 | $5.08M | Buy |
86,783
+1,191
| +1% | +$69.7K | 3.76% | 7 |
|
|
2024
Q1 | $5.2M | Buy |
85,592
+7,527
| +10% | +$457K | 3.8% | 7 |
|
|
2023
Q4 | $4.33M | Buy |
+78,065
| New | +$4.33M | 3.63% | 8 |
|