Advance Capital Management’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 | $342K | Buy |
5,514
+660
| +14% | +$40.9K | 0.02% | 122 |
|
|
2025
Q1 | $283K | Buy |
4,854
+13
| +0.3% | +$759 | 0.01% | 123 |
|
|
2024
Q4 | $302K | Buy |
4,841
+20
| +0.4% | +$1.25K | 0.01% | 113 |
|
|
2024
Q3 | $300K | Sell |
4,821
-977
| -17% | -$60.9K | 0.01% | 113 |
|
|
2024
Q2 | $339K | Hold |
5,798
| – | – | 0.02% | 110 |
|
|
2024
Q1 | $352K | Buy |
5,798
+28
| +0.5% | +$1.7K | 0.02% | 105 |
|
|
2023
Q4 | $320K | Buy |
5,770
+50
| +0.9% | +$2.77K | 0.03% | 89 |
|
|
2023
Q3 | $285K | Hold |
5,720
| – | – | 0.03% | 97 |
|
|
2023
Q2 | $299K | Buy |
5,720
+20
| +0.4% | +$1.05K | 0.03% | 90 |
|
|
2023
Q1 | $285K | Buy |
5,700
+20
| +0.4% | +$1K | 0.05% | 83 |
|
|
2022
Q4 | $275K | Sell |
5,680
-655
| -10% | -$31.7K | 0.04% | 86 |
|
|
2022
Q3 | $278K | Hold |
6,335
| – | – | 0.03% | 70 |
|
|
2022
Q2 | $287K | Sell |
6,335
-10
| -0.2% | -$453 | 0.03% | 64 |
|
|
2022
Q1 | $341K | Buy |
6,345
+10
| +0.2% | +$537 | 0.04% | 57 |
|
|
2021
Q4 | $359K | Buy |
+6,335
| New | +$359K | 0.07% | 57 |
|