William Howard & Co Financial Advisors’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 | $505K | Sell |
8,139
-219
| -3% | -$13.6K | 0.44% | 33 |
|
|
2025
Q1 | $488K | Sell |
8,358
-681
| -8% | -$39.7K | 0.46% | 32 |
|
|
2024
Q4 | $563K | Buy |
9,039
+18
| +0.2% | +$1.12K | 0.51% | 31 |
|
|
2024
Q3 | $562K | Buy |
9,021
+937
| +12% | +$58.4K | 0.48% | 30 |
|
|
2024
Q2 | $473K | Buy |
8,084
+1,967
| +32% | +$115K | 0.44% | 30 |
|
|
2024
Q1 | $372K | Buy |
+6,117
| New | +$372K | 0.35% | 30 |
|