SYM Financial Corp’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 | $219K | Buy |
3,531
+2,977
| +537% | +$185K | 0.02% | 290 |
|
|
2025
Q1 | $32.3K | Hold |
554
| – | – | ﹤0.01% | 321 |
|
|
2024
Q4 | $34.5K | Hold |
554
| – | – | ﹤0.01% | 290 |
|
|
2024
Q3 | $34.5K | Hold |
554
| – | – | ﹤0.01% | 232 |
|
|
2024
Q2 | $32.4K | Buy |
554
+99
| +22% | +$5.79K | 0.01% | 218 |
|
|
2024
Q1 | $27.6K | Hold |
455
| – | – | ﹤0.01% | 140 |
|
|
2023
Q4 | $25.2K | Hold |
455
| – | – | ﹤0.01% | 158 |
|
|
2023
Q3 | $22.7K | Sell |
455
-130
| -22% | -$6.48K | ﹤0.01% | 146 |
|
|
2023
Q2 | $30.6K | Buy |
+585
| New | +$30.6K | 0.01% | 89 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$242 | – | 112 |
|
|
2022
Q4 | $242 | Sell |
5
-2,080
| -100% | -$101K | ﹤0.01% | 119 |
|
|
2022
Q3 | $91K | Sell |
2,085
-240
| -10% | -$10.5K | 0.04% | 65 |
|
|
2022
Q2 | $105K | Buy |
2,325
+240
| +12% | +$10.8K | 0.05% | 68 |
|
|
2022
Q1 | $112K | Hold |
2,085
| – | – | 0.05% | 67 |
|
|
2021
Q4 | $118K | Hold |
2,085
| – | – | 0.05% | 65 |
|
|
2021
Q3 | $110K | Buy |
+2,085
| New | +$110K | 0.06% | 65 |
|
|
2020
Q3 | – | Sell |
-270
| Closed | -$10K | – | 85 |
|
|
2020
Q2 | $10K | Hold |
270
| – | – | 0.01% | 58 |
|
|
2020
Q1 | $8K | Sell |
270
-1,230
| -82% | -$36.4K | 0.01% | 64 |
|
|
2019
Q4 | $62K | Buy |
+1,500
| New | +$62K | 0.04% | 61 |
|