Apella Capital’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 | $15.9M | Buy |
251,761
+15,233
| +6% | +$962K | 0.43% | 50 |
|
|
2025
Q1 | $13.2M | Buy |
236,528
+228,795
| +2,959% | +$12.8M | 0.45% | 45 |
|
|
2024
Q4 | $482K | Buy |
7,733
+1,243
| +19% | +$77.5K | 0.02% | 242 |
|
|
2024
Q3 | $402K | Buy |
6,490
+2,101
| +48% | +$130K | 0.02% | 236 |
|
|
2024
Q2 | $253K | Sell |
4,389
-1,972
| -31% | -$114K | 0.01% | 277 |
|
|
2024
Q1 | $382K | Buy |
6,361
+1,871
| +42% | +$112K | 0.02% | 216 |
|
|
2023
Q4 | $242K | Buy |
4,490
+65
| +1% | +$3.5K | 0.01% | 260 |
|
|
2023
Q3 | $221K | Buy |
+4,425
| New | +$221K | 0.02% | 242 |
|