Sweeney & Michel’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 | $879K | Sell |
13,853
-287
| -2% | -$18.2K | 0.31% | 57 |
|
|
2025
Q1 | $723K | Buy |
+14,140
| New | +$723K | 0.32% | 55 |
|
|
2024
Q3 | $921K | Buy |
14,413
+48
| +0.3% | +$3.07K | 0.36% | 49 |
|
|
2024
Q2 | $829K | Buy |
14,365
+39
| +0.3% | +$2.25K | 0.35% | 49 |
|
|
2024
Q1 | $864K | Buy |
+14,326
| New | +$864K | 0.38% | 44 |
|
|
2023
Q3 | $835K | Sell |
17,175
-35
| -0.2% | -$1.7K | 0.44% | 41 |
|
|
2023
Q2 | $921K | Buy |
17,210
+1,180
| +7% | +$63.1K | 0.47% | 37 |
|
|
2023
Q1 | $810K | Buy |
+16,030
| New | +$810K | 0.43% | 41 |
|