Worth Financial Advisory 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 | $304K | Hold |
4,905
| – | – | 0.19% | 116 |
|
|
2025
Q1 | $286K | Sell |
4,905
-20
| -0.4% | -$1.17K | 0.18% | 126 |
|
|
2024
Q4 | $307K | Hold |
4,925
| – | – | 0.19% | 114 |
|
|
2024
Q3 | $307K | Sell |
4,925
-575
| -10% | -$35.8K | 0.18% | 119 |
|
|
2024
Q2 | $322K | Sell |
5,500
-1,200
| -18% | -$70.2K | 0.21% | 106 |
|
|
2024
Q1 | $407K | Hold |
6,700
| – | – | 0.28% | 86 |
|
|
2023
Q4 | $371K | Sell |
6,700
-105
| -2% | -$5.82K | 0.3% | 90 |
|
|
2023
Q3 | $339K | Buy |
6,805
+25
| +0.4% | +$1.25K | 0.31% | 90 |
|
|
2023
Q2 | $355K | Sell |
6,780
-40
| -0.6% | -$2.09K | 0.33% | 84 |
|
|
2023
Q1 | $341K | Buy |
6,820
+580
| +9% | +$29K | 0.33% | 81 |
|
|
2022
Q4 | $302K | Buy |
+6,240
| New | +$302K | 0.35% | 76 |
|