Almanack Investment Partners’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 | $350K | Buy |
+5,636
| New | +$350K | 0.06% | 150 |
|
|
2025
Q1 | – | Sell |
-14,639
| Closed | -$912K | – | 169 |
|
|
2024
Q4 | $912K | Sell |
14,639
-85
| -0.6% | -$5.3K | 0.14% | 79 |
|
|
2024
Q3 | $918K | Sell |
14,724
-4
| -0% | -$249 | 0.14% | 79 |
|
|
2024
Q2 | $862K | Sell |
14,728
-1,391
| -9% | -$81.4K | 0.15% | 83 |
|
|
2024
Q1 | $979K | Buy |
16,119
+344
| +2% | +$20.9K | 0.17% | 76 |
|
|
2023
Q4 | $874K | Sell |
15,775
-3,065
| -16% | -$170K | 0.16% | 71 |
|
|
2023
Q3 | $939K | Sell |
18,840
-805
| -4% | -$40.1K | 0.18% | 61 |
|
|
2023
Q2 | $1.03M | Sell |
19,645
-5,320
| -21% | -$278K | 0.18% | 61 |
|
|
2023
Q1 | $1.25M | Sell |
24,965
-25
| -0.1% | -$1.25K | 0.25% | 51 |
|
|
2022
Q4 | $1.21M | Sell |
24,990
-30,385
| -55% | -$1.47M | 0.26% | 45 |
|
|
2022
Q3 | $2.43M | Buy |
55,375
+27,720
| +100% | +$1.22M | 0.47% | 28 |
|
|
2022
Q2 | $1.25M | Sell |
27,655
-1,655
| -6% | -$74.9K | 0.12% | 120 |
|
|
2022
Q1 | $1.57M | Buy |
29,310
+595
| +2% | +$31.9K | 0.14% | 107 |
|
|
2021
Q4 | $1.63M | Buy |
28,715
+1,100
| +4% | +$62.3K | 0.13% | 106 |
|
|
2021
Q3 | $1.45M | Buy |
27,615
+14,920
| +118% | +$785K | 0.13% | 121 |
|
|
2021
Q2 | $682K | Sell |
12,695
-165
| -1% | -$8.86K | 0.07% | 178 |
|
|
2021
Q1 | $669K | Sell |
12,860
-815
| -6% | -$42.4K | 0.07% | 186 |
|
|
2020
Q4 | $629K | Sell |
13,675
-85
| -0.6% | -$3.91K | 0.07% | 172 |
|
|
2020
Q3 | $579K | Buy |
+13,760
| New | +$579K | 0.07% | 185 |
|
|
2019
Q3 | – | Sell |
-5,205
| Closed | -$202K | – | 264 |
|
|
2019
Q2 | $202K | Buy |
+5,205
| New | +$202K | 0.05% | 180 |
|
|
2018
Q3 | – | Sell |
-2,690
| Closed | -$105K | – | 279 |
|
|
2018
Q2 | $105K | Buy |
+2,690
| New | +$105K | 0.05% | 145 |
|
|
2017
Q3 | – | Sell |
-62,550
| Closed | -$2.18M | – | 173 |
|
|
2017
Q2 | $2.18M | Buy |
62,550
+12,705
| +25% | +$442K | 1.22% | 23 |
|
|
2017
Q1 | $1.71M | Sell |
49,845
-10,970
| -18% | -$376K | 1.28% | 24 |
|
|
2016
Q4 | $2.01M | Buy |
+60,815
| New | +$2.01M | 1.68% | 17 |
|