Vawter 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 | – | Sell |
-27,204
| Closed | -$1.59M | – | 52 |
|
2025
Q1 | $1.59M | Buy |
27,204
+1,981
| +8% | +$116K | 0.89% | 29 |
|
2024
Q4 | $1.57M | Sell |
25,223
-877
| -3% | -$54.6K | 0.94% | 27 |
|
2024
Q3 | $1.63M | Buy |
26,100
+1,858
| +8% | +$116K | 0.99% | 27 |
|
2024
Q2 | $1.42M | Buy |
24,242
+2,478
| +11% | +$145K | 0.97% | 25 |
|
2024
Q1 | $1.32M | Sell |
21,764
-286
| -1% | -$17.4K | 0.96% | 23 |
|
2023
Q4 | $1.22M | Buy |
22,050
+4,435
| +25% | +$246K | 0.96% | 23 |
|
2023
Q3 | $878K | Sell |
17,615
-4,000
| -19% | -$199K | 1% | 23 |
|
2023
Q2 | $1.13M | Buy |
+21,615
| New | +$1.13M | 0.98% | 21 |
|