Stonebrook Private’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 | $817K | Buy |
13,175
+2
| +0% | +$124 | 0.19% | 97 |
|
|
2025
Q1 | $769K | Buy |
13,173
+4,047
| +44% | +$236K | 0.2% | 97 |
|
|
2024
Q4 | $569K | Sell |
9,126
-735
| -7% | -$45.8K | 0.15% | 110 |
|
|
2024
Q3 | $615K | Sell |
9,861
-742
| -7% | -$46.2K | 0.16% | 108 |
|
|
2024
Q2 | $620K | Sell |
10,603
-2,119
| -17% | -$124K | 0.18% | 104 |
|
|
2024
Q1 | $773K | Sell |
12,722
-943
| -7% | -$57.3K | 0.23% | 90 |
|
|
2023
Q4 | $757K | Buy |
+13,665
| New | +$757K | 0.25% | 78 |
|