United Advisor 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 | $606K | Buy |
9,774
+4
| +0% | +$248 | 0.1% | 194 |
|
|
2025
Q1 | $570K | Sell |
9,770
-137
| -1% | -$7.99K | 0.12% | 169 |
|
|
2024
Q4 | $617K | Sell |
9,907
-474
| -5% | -$29.5K | 0.12% | 172 |
|
|
2024
Q3 | $647K | Buy |
10,381
+4,442
| +75% | +$277K | 0.15% | 148 |
|
|
2024
Q2 | $348K | Buy |
5,939
+2,529
| +74% | +$148K | 0.11% | 181 |
|
|
2024
Q1 | $207K | Buy |
+3,410
| New | +$207K | 0.08% | 205 |
|