Verum Partners’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 | $213K | Buy |
+3,433
| New | +$213K | 0.05% | 156 |
|
2025
Q1 | – | Sell |
-4,289
| Closed | -$267K | – | 164 |
|
2024
Q4 | $267K | Buy |
4,289
+15
| +0.4% | +$935 | 0.08% | 135 |
|
2024
Q3 | $266K | Buy |
4,274
+12
| +0.3% | +$748 | 0.08% | 134 |
|
2024
Q2 | $249K | Sell |
4,262
-1,704
| -29% | -$99.7K | 0.08% | 133 |
|
2024
Q1 | $362K | Sell |
5,966
-119
| -2% | -$7.23K | 0.13% | 101 |
|
2023
Q4 | $337K | Sell |
6,085
-2,915
| -32% | -$162K | 0.13% | 97 |
|
2023
Q3 | $449K | Buy |
+9,000
| New | +$449K | 0.2% | 79 |
|