Stonegate Investment Group’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 | $324K | Sell |
5,220
-1,044
| -17% | -$64.7K | 0.01% | 290 |
|
|
2025
Q1 | $366K | Buy |
6,264
+1,814
| +41% | +$106K | 0.01% | 254 |
|
|
2024
Q4 | $277K | Hold |
4,450
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $277K | Hold |
4,450
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $260K | Buy |
4,450
+1,125
| +34% | +$65.8K | 0.01% | 282 |
|
|
2024
Q1 | $202K | Buy |
+3,325
| New | +$202K | 0.01% | 311 |
|