360 Financial’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 | $3.59M | Buy |
57,911
+3,266
| +6% | +$203K | 1.13% | 16 |
|
|
2025
Q1 | $3.19M | Buy |
54,645
+3,394
| +7% | +$198K | 1.15% | 15 |
|
|
2024
Q4 | $3.19M | Buy |
51,251
+2,891
| +6% | +$180K | 1.15% | 17 |
|
|
2024
Q3 | $3.01M | Buy |
48,360
+869
| +2% | +$54.2K | 1.11% | 16 |
|
|
2024
Q2 | $2.78M | Sell |
47,491
-291
| -0.6% | -$17K | 1.05% | 17 |
|
|
2024
Q1 | $2.9M | Buy |
47,782
+1,507
| +3% | +$91.5K | 1.13% | 15 |
|
|
2023
Q4 | $2.57M | Sell |
46,275
-23,975
| -34% | -$1.33M | 1.13% | 16 |
|
|
2023
Q3 | $3.46M | Buy |
70,250
+5,165
| +8% | +$254K | 2.15% | 11 |
|
|
2023
Q2 | $3.4M | Sell |
65,085
-1,540
| -2% | -$80.5K | 1.76% | 13 |
|
|
2023
Q1 | $3.33M | Buy |
66,625
+2,750
| +4% | +$138K | 1.76% | 14 |
|
|
2022
Q4 | $2.8M | Hold |
63,875
| – | – | 1.82% | 13 |
|
|
2022
Q3 | $2.8M | Buy |
63,875
+4,425
| +7% | +$194K | 1.82% | 13 |
|
|
2022
Q2 | $2.84M | Sell |
59,450
-280
| -0.5% | -$13.4K | 1.71% | 13 |
|
|
2022
Q1 | $3.22M | Buy |
59,730
+2,790
| +5% | +$150K | 1.55% | 15 |
|
|
2021
Q4 | $3.22M | Buy |
56,940
+6,085
| +12% | +$345K | 1.47% | 16 |
|
|
2021
Q3 | $2.68M | Sell |
50,855
-420
| -0.8% | -$22.1K | 1.38% | 17 |
|
|
2021
Q2 | $2.76M | Buy |
51,275
+11,050
| +27% | +$594K | 1.43% | 17 |
|
|
2021
Q1 | $2.09M | Sell |
40,225
-815
| -2% | -$42.4K | 1.18% | 17 |
|
|
2020
Q4 | $1.89M | Buy |
41,040
+935
| +2% | +$43K | 1.12% | 17 |
|
|
2020
Q3 | $1.49M | Buy |
40,105
+1,565
| +4% | +$58K | 1.05% | 16 |
|
|
2020
Q2 | $1.36M | Buy |
38,540
+8,170
| +27% | +$287K | 1.12% | 16 |
|
|
2020
Q1 | $874K | Buy |
30,370
+15
| +0% | +$432 | 0.92% | 16 |
|
|
2019
Q4 | $1.25M | Buy |
+30,355
| New | +$1.25M | 0.92% | 16 |
|