Woodley Farra Manion Portfolio Management’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 | – | Sell |
-4,583
| Closed | -$267K | – | 117 |
|
|
2025
Q1 | $267K | Buy |
4,583
+976
| +27% | +$56.9K | 0.01% | 96 |
|
|
2024
Q4 | $225K | Buy |
+3,607
| New | +$225K | 0.01% | 94 |
|
|
2020
Q3 | – | Sell |
-285
| Closed | -$10K | – | 227 |
|
|
2020
Q2 | $10K | Hold |
285
| – | – | ﹤0.01% | 276 |
|
|
2020
Q1 | $8K | Hold |
285
| – | – | ﹤0.01% | 290 |
|
|
2019
Q4 | $12K | Buy |
+285
| New | +$12K | ﹤0.01% | 269 |
|