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