Sunburst Financial Group’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
$399K Buy
6,428
+1
+0% +$62 0.09% 78
2025
Q1
$375K Sell
6,427
-159
-2% -$9.28K 0.09% 72
2024
Q4
$410K Sell
6,586
-163
-2% -$10.2K 0.1% 74
2024
Q3
$421K Sell
6,749
-186
-3% -$11.6K 0.11% 78
2024
Q2
$406K Buy
6,935
+150
+2% +$8.78K 0.11% 79
2024
Q1
$410K Buy
6,785
+1,635
+32% +$98.7K 0.12% 76
2023
Q4
$285K Sell
5,150
-60
-1% -$3.33K 0.09% 80
2023
Q3
$260K Hold
5,210
0.09% 76
2023
Q2
$272K Sell
5,210
-2,740
-34% -$143K 0.1% 78
2023
Q1
$398K Sell
7,950
-5
-0.1% -$250 0.15% 67
2022
Q4
$385K Buy
+7,955
New +$385K 0.15% 67