Vishria Bird Financial Group’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 | $8.2M | Sell |
132,237
-408
| -0.3% | -$25.3K | 2.73% | 14 |
|
|
2025
Q1 | $7.74M | Buy |
132,645
+128,300
| +2,953% | +$7.49M | 2.63% | 13 |
|
|
2024
Q4 | $271K | Hold |
4,345
| – | – | 0.09% | 73 |
|
|
2024
Q3 | $271K | Hold |
4,345
| – | – | 0.1% | 74 |
|
|
2024
Q2 | $254K | Hold |
4,345
| – | – | 0.11% | 59 |
|
|
2024
Q1 | $264K | Hold |
4,345
| – | – | 0.11% | 60 |
|
|
2023
Q4 | $241K | Hold |
4,345
| – | – | 0.11% | 55 |
|
|
2023
Q3 | $217K | Hold |
4,345
| – | – | 0.12% | 54 |
|
|
2023
Q2 | $227K | Hold |
4,345
| – | – | 0.13% | 53 |
|
|
2023
Q1 | $217K | Hold |
4,345
| – | – | 0.14% | 53 |
|
|
2022
Q4 | $210K | Buy |
+4,345
| New | +$210K | 0.15% | 58 |
|
|
2022
Q2 | – | Sell |
-4,345
| Closed | -$233K | – | 61 |
|
|
2022
Q1 | $233K | Hold |
4,345
| – | – | 0.13% | 56 |
|
|
2021
Q4 | $246K | Hold |
4,345
| – | – | 0.11% | 60 |
|
|
2021
Q3 | $229K | Hold |
4,345
| – | – | 0.12% | 58 |
|
|
2021
Q2 | $234K | Hold |
4,345
| – | – | 0.12% | 54 |
|
|
2021
Q1 | $226K | Buy |
+4,345
| New | +$226K | 0.12% | 51 |
|
|
2020
Q1 | – | Sell |
-5,070
| Closed | -$209K | – | 45 |
|
|
2019
Q4 | $209K | Sell |
5,070
-655
| -11% | -$27K | 0.2% | 46 |
|
|
2019
Q3 | $221K | Hold |
5,725
| – | – | 0.25% | 43 |
|
|
2019
Q2 | $222K | Buy |
5,725
+210
| +4% | +$8.14K | 0.22% | 46 |
|
|
2019
Q1 | $209K | Buy |
+5,515
| New | +$209K | 0.21% | 47 |
|
|
2018
Q4 | – | Sell |
-5,515
| Closed | -$222K | – | 50 |
|
|
2018
Q3 | $222K | Hold |
5,515
| – | – | 0.19% | 46 |
|
|
2018
Q2 | $215K | Buy |
+5,515
| New | +$215K | 0.2% | 46 |
|