Stokes Family Office’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 | $487K | Sell |
7,855
-135
| -2% | -$8.37K | 0.05% | 165 |
|
|
2025
Q1 | $466K | Buy |
7,990
+29
| +0.4% | +$1.69K | 0.05% | 163 |
|
|
2024
Q4 | $496K | Sell |
7,961
-155
| -2% | -$9.66K | 0.05% | 163 |
|
|
2024
Q3 | $506K | Sell |
8,116
-50
| -0.6% | -$3.12K | 0.06% | 153 |
|
|
2024
Q2 | $478K | Buy |
8,166
+16
| +0.2% | +$936 | 0.06% | 154 |
|
|
2024
Q1 | $495K | Buy |
8,150
+10
| +0.1% | +$607 | 0.06% | 147 |
|
|
2023
Q4 | $451K | Sell |
8,140
-5,335
| -40% | -$296K | 0.06% | 145 |
|
|
2023
Q3 | $672K | Buy |
13,475
+6,290
| +88% | +$314K | 0.08% | 162 |
|
|
2023
Q2 | $376K | Hold |
7,185
| – | – | 0.04% | 212 |
|
|
2023
Q1 | $360K | Buy |
7,185
+25
| +0.3% | +$1.25K | 0.04% | 204 |
|
|
2022
Q4 | $346K | Sell |
7,160
-2,350
| -25% | -$114K | 0.04% | 203 |
|
|
2022
Q3 | $417K | Buy |
9,510
+2,350
| +33% | +$103K | 0.06% | 174 |
|
|
2022
Q2 | $324K | Buy |
+7,160
| New | +$324K | 0.04% | 199 |
|