Trust Company of the South’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 | $217K | Hold |
3,492
| – | – | 0.04% | 122 |
|
|
2025
Q1 | $204K | Sell |
3,492
-78,848
| -96% | -$4.6M | 0.04% | 120 |
|
|
2024
Q4 | $5.13M | Hold |
82,340
| – | – | 1.04% | 16 |
|
|
2024
Q3 | $5.13M | Buy |
82,340
+675
| +0.8% | +$42.1K | 1.09% | 15 |
|
|
2024
Q2 | $4.78M | Hold |
81,665
| – | – | 1.13% | 14 |
|
|
2024
Q1 | $4.96M | Sell |
81,665
-525
| -0.6% | -$31.9K | 1.15% | 14 |
|
|
2023
Q4 | $4.56M | Buy |
+82,190
| New | +$4.56M | 1.2% | 14 |
|