Strategic Advocates’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
2024
Q3
Sell
-12,397
Closed -$725K 129
2024
Q2
$725K Sell
12,397
-9,798
-44% -$573K 0.29% 50
2024
Q1
$1.35M Sell
22,195
-224,400
-91% -$13.6M 0.52% 38
2023
Q4
$13.7M Sell
246,595
-800
-0.3% -$44.3K 5.81% 3
2023
Q3
$12.3M Buy
+247,395
New +$12.3M 5.81% 3