Strategic Equity Management’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
$456K Sell
7,353
-112,204
-94% -$6.96M 0.17% 46
2025
Q1
$6.98M Sell
119,557
-110,838
-48% -$6.47M 2.93% 12
2024
Q4
$14.4M Buy
230,395
+223,648
+3,315% +$13.9M 6.05% 6
2024
Q3
$420K Sell
6,747
-71,630
-91% -$4.46M 0.2% 39
2024
Q2
$4.59M Buy
+78,377
New +$4.59M 2.99% 11
2023
Q4
Sell
-5,880
Closed -$293K 33
2023
Q3
$293K Buy
+5,880
New +$293K 0.11% 33