Accredited Investors’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 | $127M | Sell |
2,041,023
-630,619
| -24% | -$39.1M | 7.49% | 2 |
|
2025
Q1 | $156M | Sell |
2,671,642
-5,478
| -0.2% | -$320K | 9.68% | 2 |
|
2024
Q4 | $167M | Buy |
2,677,120
+380,275
| +17% | +$23.7M | 9.78% | 1 |
|
2024
Q3 | $143M | Sell |
2,296,845
-13,905
| -0.6% | -$867K | 8.19% | 2 |
|
2024
Q2 | $135M | Sell |
2,310,750
-98,292
| -4% | -$5.75M | 8.43% | 2 |
|
2024
Q1 | $146M | Buy |
2,409,042
+938,787
| +64% | +$57M | 9.4% | 1 |
|
2023
Q4 | $81.5M | Buy |
1,470,255
+533,695
| +57% | +$29.6M | 5.78% | 2 |
|
2023
Q3 | $46.7M | Buy |
936,560
+36,775
| +4% | +$1.83M | 3.5% | 8 |
|
2023
Q2 | $47.1M | Sell |
899,785
-5,720
| -0.6% | -$299K | 3.35% | 13 |
|
2023
Q1 | $45.3M | Buy |
905,505
+41,570
| +5% | +$2.08M | 3.44% | 12 |
|
2022
Q4 | $41.8M | Buy |
863,935
+343,155
| +66% | +$16.6M | 3.53% | 10 |
|
2022
Q3 | $22.8M | Buy |
520,780
+111,875
| +27% | +$4.91M | 2.65% | 15 |
|
2022
Q2 | $18.5M | Buy |
408,905
+390,170
| +2,083% | +$17.7M | 2.19% | 17 |
|
2022
Q1 | $1.01M | Sell |
18,735
-195
| -1% | -$10.5K | 0.09% | 73 |
|
2021
Q4 | $1.07M | Sell |
18,930
-1,190
| -6% | -$67.4K | 0.1% | 75 |
|
2021
Q3 | $1.06M | Sell |
20,120
-1,005
| -5% | -$52.9K | 0.11% | 62 |
|
2021
Q2 | $1.14M | Buy |
21,125
+1,145
| +6% | +$61.5K | 0.12% | 63 |
|
2021
Q1 | $1.04M | Sell |
19,980
-10,180
| -34% | -$530K | 0.14% | 66 |
|
2020
Q4 | $1.39M | Sell |
30,160
-630
| -2% | -$29K | 0.23% | 51 |
|
2020
Q3 | $1.14M | Buy |
30,790
+155
| +0.5% | +$5.74K | 0.24% | 51 |
|
2020
Q2 | $1.09M | Sell |
30,635
-52,945
| -63% | -$1.88M | 0.22% | 48 |
|
2020
Q1 | $2.41M | Sell |
83,580
-74,660
| -47% | -$2.15M | 0.57% | 25 |
|
2019
Q4 | $6.51M | Sell |
158,240
-85
| -0.1% | -$3.5K | 1.11% | 21 |
|
2019
Q3 | $6.12M | Sell |
158,325
-2,445
| -2% | -$94.5K | 1.18% | 21 |
|
2019
Q2 | $6.25M | Sell |
160,770
-1,640
| -1% | -$63.7K | 1.22% | 21 |
|
2019
Q1 | $6.15M | Buy |
162,410
+880
| +0.5% | +$33.3K | 1.24% | 20 |
|
2018
Q4 | $5.37M | Buy |
161,530
+132,765
| +462% | +$4.41M | 1.2% | 24 |
|
2018
Q3 | $1.16M | Sell |
28,765
-1,585
| -5% | -$63.8K | 0.29% | 34 |
|
2018
Q2 | $1.18M | Buy |
30,350
+8,145
| +37% | +$317K | 0.31% | 28 |
|
2018
Q1 | $833K | Sell |
22,205
-130
| -0.6% | -$4.88K | 0.23% | 38 |
|
2017
Q4 | $848K | Buy |
22,335
+7,005
| +46% | +$266K | 0.23% | 38 |
|
2017
Q3 | $548K | Buy |
15,330
+1,710
| +13% | +$61.1K | 0.15% | 60 |
|
2017
Q2 | $474K | Buy |
13,620
+970
| +8% | +$33.8K | 0.12% | 55 |
|
2017
Q1 | $433K | Buy |
12,650
+2,950
| +30% | +$101K | 0.11% | 62 |
|
2016
Q4 | $321K | Buy |
+9,700
| New | +$321K | 0.08% | 74 |
|