Urban Financial Advisory Corp’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 | $29.4M | Buy |
473,707
+4,070
| +0.9% | +$252K | 14.77% | 2 |
|
|
2025
Q1 | $27.4M | Sell |
469,637
-11,828
| -2% | -$690K | 15.14% | 2 |
|
|
2024
Q4 | $30M | Sell |
481,465
-2,132
| -0.4% | -$133K | 16.48% | 2 |
|
|
2024
Q3 | $30.1M | Sell |
483,597
-2,292
| -0.5% | -$143K | 16.63% | 2 |
|
|
2024
Q2 | $28.4M | Sell |
485,889
-7,560
| -2% | -$442K | 17.34% | 2 |
|
|
2024
Q1 | $30M | Sell |
493,449
-16,901
| -3% | -$1.03M | 18.4% | 2 |
|
|
2023
Q4 | $28.3M | Buy |
+510,350
| New | +$28.3M | 21.53% | 2 |
|