Strategic Financial Partners’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 | $503K | Hold |
8,115
| – | – | 0.23% | 50 |
|
|
2025
Q1 | $474K | Hold |
8,115
| – | – | 0.25% | 48 |
|
|
2024
Q4 | $506K | Hold |
8,115
| – | – | 0.26% | 48 |
|
|
2024
Q3 | $506K | Sell |
8,115
-115
| -1% | -$7.17K | 0.26% | 47 |
|
|
2024
Q2 | $482K | Hold |
8,230
| – | – | 0.27% | 47 |
|
|
2024
Q1 | $500K | Hold |
8,230
| – | – | 0.28% | 49 |
|
|
2023
Q4 | $456K | Sell |
8,230
-145
| -2% | -$8.04K | 0.26% | 47 |
|
|
2023
Q3 | $418K | Hold |
8,375
| – | – | 0.25% | 48 |
|
|
2023
Q2 | $438K | Sell |
8,375
-305
| -4% | -$16K | 0.25% | 49 |
|
|
2023
Q1 | $434K | Sell |
8,680
-55
| -0.6% | -$2.75K | 0.27% | 46 |
|
|
2022
Q4 | $423K | Hold |
8,735
| – | – | 0.26% | 44 |
|
|
2022
Q3 | $383K | Hold |
8,735
| – | – | 0.24% | 41 |
|
|
2022
Q2 | $395K | Sell |
8,735
-95
| -1% | -$4.3K | 0.23% | 46 |
|
|
2022
Q1 | $474K | Hold |
8,830
| – | – | 0.24% | 47 |
|
|
2021
Q4 | $500K | Hold |
8,830
| – | – | 0.25% | 47 |
|
|
2021
Q3 | $465K | Hold |
8,830
| – | – | 0.25% | 47 |
|
|
2021
Q2 | $475K | Hold |
8,830
| – | – | 0.26% | 44 |
|
|
2021
Q1 | $460K | Hold |
8,830
| – | – | 0.27% | 44 |
|
|
2020
Q4 | $406K | Hold |
8,830
| – | – | 0.27% | 46 |
|
|
2020
Q3 | $327K | Sell |
8,830
-1,090
| -11% | -$40.4K | 0.26% | 48 |
|
|
2020
Q2 | $353K | Sell |
9,920
-9,750
| -50% | -$347K | 0.29% | 45 |
|
|
2020
Q1 | $566K | Sell |
19,670
-4,695
| -19% | -$135K | 0.6% | 28 |
|
|
2019
Q4 | $1M | Buy |
+24,365
| New | +$1M | 0.82% | 24 |
|