Taylor 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 | $2.48M | Buy |
39,925
+3,255
| +9% | +$202K | 1.55% | 16 |
|
|
2025
Q1 | $2.14M | Buy |
36,670
+2,563
| +8% | +$150K | 1.49% | 16 |
|
|
2024
Q4 | $2.13M | Buy |
34,107
+2,971
| +10% | +$185K | 1.47% | 18 |
|
|
2024
Q3 | $1.94M | Buy |
31,136
+990
| +3% | +$61.7K | 1.34% | 19 |
|
|
2024
Q2 | $1.76M | Buy |
30,146
+1,696
| +6% | +$99.3K | 1.36% | 18 |
|
|
2024
Q1 | $1.73M | Buy |
28,450
+1,270
| +5% | +$77.1K | 1.32% | 19 |
|
|
2023
Q4 | $1.51M | Buy |
+27,180
| New | +$1.51M | 1.24% | 22 |
|