Zullo Investment 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 | $566K | Sell |
9,132
-89
| -1% | -$5.52K | 0.23% | 85 |
|
|
2025
Q1 | $538K | Sell |
9,221
-491
| -5% | -$28.7K | 0.23% | 83 |
|
|
2024
Q4 | $605K | Sell |
9,712
-176
| -2% | -$11K | 0.24% | 75 |
|
|
2024
Q3 | $616K | Sell |
9,888
-139
| -1% | -$8.66K | 0.26% | 76 |
|
|
2024
Q2 | $587K | Sell |
10,027
-690
| -6% | -$40.4K | 0.26% | 74 |
|
|
2024
Q1 | $651K | Buy |
10,717
+7
| +0.1% | +$425 | 0.31% | 71 |
|
|
2023
Q4 | $594K | Buy |
10,710
+215
| +2% | +$11.9K | 0.3% | 71 |
|
|
2023
Q3 | $524K | Sell |
10,495
-680
| -6% | -$33.9K | 0.31% | 71 |
|
|
2023
Q2 | $585K | Buy |
11,175
+25
| +0.2% | +$1.31K | 0.33% | 67 |
|
|
2023
Q1 | $558K | Sell |
11,150
-1,235
| -10% | -$61.8K | 0.35% | 67 |
|
|
2022
Q4 | $599K | Hold |
12,385
| – | – | 0.37% | 63 |
|
|
2022
Q3 | $543K | Sell |
12,385
-650
| -5% | -$28.5K | 0.35% | 59 |
|
|
2022
Q2 | $590K | Sell |
13,035
-805
| -6% | -$36.4K | 0.37% | 59 |
|
|
2022
Q1 | $743K | Sell |
13,840
-775
| -5% | -$41.6K | 0.39% | 60 |
|
|
2021
Q4 | $827K | Buy |
+14,615
| New | +$827K | 0.43% | 55 |
|