SWP Financial’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 | $2.75M | Sell |
44,279
-136
| -0.3% | -$8.44K | 1.51% | 19 |
|
|
2025
Q1 | $2.59M | Sell |
44,415
-578
| -1% | -$33.7K | 1.58% | 14 |
|
|
2024
Q4 | $2.8M | Sell |
44,993
-109,824
| -71% | -$6.84M | 1.69% | 15 |
|
|
2024
Q3 | $9.65M | Buy |
154,817
+31,792
| +26% | +$1.98M | 5.89% | 7 |
|
|
2024
Q2 | $7.2M | Buy |
123,025
+81,900
| +199% | +$4.79M | 4.76% | 8 |
|
|
2024
Q1 | $2.5M | Buy |
41,125
+5,170
| +14% | +$314K | 1.75% | 18 |
|
|
2023
Q4 | $1.99M | Buy |
+35,955
| New | +$1.99M | 1.55% | 20 |
|