Warner 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 | $783K | Buy |
12,629
+38
| +0.3% | +$2.36K | 0.32% | 59 |
|
|
2025
Q1 | $735K | Buy |
12,591
+666
| +6% | +$38.9K | 0.33% | 60 |
|
|
2024
Q4 | $743K | Buy |
11,925
+1,538
| +15% | +$95.8K | 0.32% | 61 |
|
|
2024
Q3 | $647K | Buy |
10,387
+876
| +9% | +$54.6K | 0.29% | 70 |
|
|
2024
Q2 | $557K | Buy |
9,511
+150
| +2% | +$8.79K | 0.27% | 69 |
|
|
2024
Q1 | $569K | Buy |
9,361
+3,306
| +55% | +$201K | 0.29% | 69 |
|
|
2023
Q4 | $336K | Buy |
+6,055
| New | +$336K | 0.19% | 81 |
|