Trademark Financial Management’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 | $284K | Sell |
4,585
-71
| -2% | -$4.4K | 0.17% | 76 |
|
|
2025
Q1 | $272K | Sell |
4,656
-561
| -11% | -$32.7K | 0.21% | 76 |
|
|
2024
Q4 | $325K | Buy |
5,217
+51
| +1% | +$3.18K | 0.26% | 70 |
|
|
2024
Q3 | $322K | Buy |
5,166
+1,120
| +28% | +$69.8K | 0.26% | 70 |
|
|
2024
Q2 | $237K | Sell |
4,046
-63
| -2% | -$3.69K | 0.19% | 79 |
|
|
2024
Q1 | $250K | Sell |
4,109
-221
| -5% | -$13.4K | 0.21% | 74 |
|
|
2023
Q4 | $240K | Buy |
+4,330
| New | +$240K | 0.18% | 83 |
|