Summit Investment Advisory Services’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 | – | Sell |
-41,747
| Closed | -$2.44M | – | 78 |
|
|
2025
Q1 | $2.44M | Sell |
41,747
-1,288
| -3% | -$75.2K | 1.19% | 13 |
|
|
2024
Q4 | $2.68M | Sell |
43,035
-382
| -0.9% | -$23.8K | 1.38% | 12 |
|
|
2024
Q3 | $2.71M | Buy |
+43,417
| New | +$2.71M | 1.44% | 12 |
|
|
2024
Q2 | – | Sell |
-50,246
| Closed | -$3.05M | – | 63 |
|
|
2024
Q1 | $3.05M | Sell |
50,246
-129
| -0.3% | -$7.84K | 1.81% | 11 |
|
|
2023
Q4 | $2.79M | Buy |
50,375
+2,135
| +4% | +$118K | 1.76% | 11 |
|
|
2023
Q3 | $2.41M | Buy |
48,240
+920
| +2% | +$45.9K | 1.78% | 11 |
|
|
2023
Q2 | $2.47M | Buy |
47,320
+955
| +2% | +$49.9K | 1.64% | 11 |
|
|
2023
Q1 | $2.32M | Sell |
46,365
-1,760
| -4% | -$88.1K | 1.65% | 11 |
|
|
2022
Q4 | $2.33M | Buy |
+48,125
| New | +$2.33M | 2.82% | 8 |
|