Teamwork Financial Advisors’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
$274K Sell
4,419
-1,764
-29% -$109K 0.03% 144
2025
Q1
$361K Sell
6,183
-8,682
-58% -$507K 0.05% 120
2024
Q4
$926K Sell
14,865
-6,213
-29% -$387K 0.12% 87
2024
Q3
$1.31M Sell
21,078
-190,143
-90% -$11.8M 0.18% 68
2024
Q2
$12.4M Buy
211,221
+204,693
+3,136% +$12M 1.83% 23
2024
Q1
$397K Buy
+6,528
New +$397K 0.06% 121
2020
Q3
Sell
-7,560
Closed -$269K 196
2020
Q2
$269K Buy
+7,560
New +$269K 0.1% 157