Symphony 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 | $3.09M | Sell |
48,787
-13,828
| -22% | -$877K | 0.41% | 60 |
|
|
2025
Q1 | $3.65M | Sell |
62,615
-183,165
| -75% | -$10.7M | 2.16% | 13 |
|
|
2024
Q4 | $16M | Sell |
245,780
-9,815
| -4% | -$641K | 2.52% | 10 |
|
|
2024
Q3 | $15.9M | Buy |
255,595
+1,597
| +0.6% | +$99.3K | 2.63% | 7 |
|
|
2024
Q2 | $14.8M | Buy |
253,998
+40,980
| +19% | +$2.39M | 2.7% | 6 |
|
|
2024
Q1 | $12.9M | Sell |
213,018
-73,742
| -26% | -$4.48M | 3.01% | 6 |
|
|
2023
Q4 | $15.6M | Sell |
286,760
-280,250
| -49% | -$15.2M | 3.35% | 5 |
|
|
2023
Q3 | $28.3M | Buy |
567,010
+182,420
| +47% | +$9.09M | 6.92% | 1 |
|
|
2023
Q2 | $20M | Buy |
384,590
+37,240
| +11% | +$1.94M | 4.91% | 2 |
|
|
2023
Q1 | $17.1M | Sell |
347,350
-15,775
| -4% | -$776K | 4.43% | 3 |
|
|
2022
Q4 | $18.2M | Buy |
363,125
+130,820
| +56% | +$6.54M | 4.8% | 1 |
|
|
2022
Q3 | $10.3M | Sell |
232,305
-75,260
| -24% | -$3.33M | 3.36% | 3 |
|
|
2022
Q2 | $14.1M | Sell |
307,565
-65,530
| -18% | -$3M | 4.16% | 4 |
|
|
2022
Q1 | $19M | Buy |
373,095
+108,860
| +41% | +$5.56M | 4.47% | 3 |
|
|
2021
Q4 | $15M | Buy |
264,235
+92,855
| +54% | +$5.28M | 4.17% | 5 |
|
|
2021
Q3 | $9.16M | Buy |
171,380
+15,305
| +10% | +$818K | 3.19% | 7 |
|
|
2021
Q2 | $8.38M | Sell |
156,075
-17,530
| -10% | -$942K | 2.85% | 8 |
|
|
2021
Q1 | $12.5M | Buy |
173,605
+123,255
| +245% | +$8.9M | 3.31% | 6 |
|
|
2020
Q4 | $2.28M | Buy |
+50,350
| New | +$2.28M | 0.82% | 30 |
|