Strategic Advisors’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 | $244K | Sell |
3,935
-70
| -2% | -$4.34K | 0.05% | 152 |
|
|
2025
Q1 | $234K | Sell |
4,005
-240
| -6% | -$14K | 0.05% | 172 |
|
|
2024
Q4 | $265K | Sell |
4,245
-1,565
| -27% | -$97.5K | 0.05% | 172 |
|
|
2024
Q3 | $362K | Sell |
5,810
-5,200
| -47% | -$324K | 0.07% | 162 |
|
|
2024
Q2 | $644K | Sell |
11,010
-5,533
| -33% | -$324K | 0.13% | 122 |
|
|
2024
Q1 | $1M | Sell |
16,543
-397
| -2% | -$24.1K | 0.2% | 100 |
|
|
2023
Q4 | $939K | Sell |
16,940
-1,375
| -8% | -$76.2K | 0.18% | 104 |
|
|
2023
Q3 | $913K | Sell |
18,315
-130
| -0.7% | -$6.48K | 0.18% | 105 |
|
|
2023
Q2 | $965K | Sell |
18,445
-65
| -0.4% | -$3.4K | 0.18% | 98 |
|
|
2023
Q1 | $926K | Buy |
+18,510
| New | +$926K | 0.19% | 103 |
|