David Katz - Matrix Asset Advisors
Holding/activity history for iShares Core S&P Mid-Cap ETF (IJH)
← All IJH superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 5,125 | 0.03 | Add 0.41% | <0.01 | $65.37–72.56 · VW $69.19i | $346,091 | SEC |
| 2025 Q4 | 5,104 | 0.03 | Reduce 9.13% | <0.01 | $62.22–68.22 · VW $65.43i | $336,864 | SEC |
| 2025 Q3 | 5,617 | 0.03 | Add 1.92% | <0.01 | $61.29–66.62 · VW $64.25i | $366,565 | SEC |
| 2025 Q2 | 5,511 | 0.03 | Buy | 0.03 | $50.15–62.43 · VW $57.91i | $341,792 | SEC |
Price snapshot:
Current price$75.24
Avg. buy price$62.10
+/- since buy21.15%
52-week low$60.50
52-week high$77.28