Values Added Financial’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 | $418K | Hold |
6,736
| – | – | 0.2% | 79 |
|
|
2025
Q1 | $393K | Sell |
6,736
-665
| -9% | -$38.8K | 0.22% | 79 |
|
|
2024
Q4 | $461K | Hold |
7,401
| – | – | 0.27% | 69 |
|
|
2024
Q3 | $461K | Hold |
7,401
| – | – | 0.29% | 60 |
|
|
2024
Q2 | $433K | Buy |
7,401
+825
| +13% | +$48.3K | 0.31% | 58 |
|
|
2024
Q1 | $399K | Buy |
6,576
+1
| +0% | +$61 | 0.31% | 57 |
|
|
2023
Q4 | $364K | Buy |
+6,575
| New | +$364K | 0.3% | 59 |
|