Waterloo Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$711K Sell
2025
Q1
$680K Buy
2024
Q4
$701K Sell
2024
Q3
$1.23M Buy
2024
Q2
$748K Buy
2024
Q1
$627K Sell
2023
Q4
$956K Sell
2023
Q3
$2.37M Buy
2023
Q2
$2.33M Buy
2023
Q1
$379K Buy
2020
Q1
$246K Buy