Union Savings Bank’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 | $9.82M | Sell |
155,863
-2,875
| -2% | -$181K | 4.51% | 4 |
|
|
2025
Q1 | $9.26M | Sell |
158,738
-9,927
| -6% | -$579K | 4.53% | 4 |
|
|
2024
Q4 | $10.5M | Sell |
168,665
-3,128
| -2% | -$195K | 5.17% | 4 |
|
|
2024
Q3 | $10.7M | Buy |
171,793
+1,199
| +0.7% | +$74.7K | 5.25% | 3 |
|
|
2024
Q2 | $9.98M | Sell |
170,594
-2,280
| -1% | -$133K | 5.24% | 4 |
|
|
2024
Q1 | $10.5M | Buy |
172,874
+964
| +0.6% | +$58.6K | 5.49% | 3 |
|
|
2023
Q4 | $9.53M | Sell |
171,910
-6,835
| -4% | -$379K | 5.4% | 3 |
|
|
2023
Q3 | $8.91M | Sell |
178,745
-635
| -0.4% | -$31.7K | 5.56% | 2 |
|
|
2023
Q2 | $9.77M | Buy |
+179,380
| New | +$9.77M | 5.83% | 2 |
|