Apexium 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 | $2.58M | Sell |
41,669
-2,729
| -6% | -$169K | 0.14% | 76 |
|
|
2025
Q1 | $2.59M | Sell |
44,398
-131
| -0.3% | -$7.64K | 0.15% | 67 |
|
|
2024
Q4 | $2.77M | Buy |
44,529
+29
| +0.1% | +$1.81K | 0.17% | 60 |
|
|
2024
Q3 | $2.77M | Sell |
44,500
-746
| -2% | -$46.5K | 0.18% | 52 |
|
|
2024
Q2 | $2.65M | Sell |
45,246
-10
| -0% | -$585 | 0.19% | 48 |
|
|
2024
Q1 | $2.75M | Sell |
45,256
-249
| -0.5% | -$15.1K | 0.21% | 48 |
|
|
2023
Q4 | $2.52M | Sell |
45,505
-1,500
| -3% | -$83.1K | 0.18% | 62 |
|
|
2023
Q3 | $2.35M | Sell |
47,005
-1,210
| -3% | -$60.6K | 0.24% | 51 |
|
|
2023
Q2 | $2.52M | Sell |
48,215
-815
| -2% | -$42.6K | 0.22% | 50 |
|
|
2023
Q1 | $2.45M | Sell |
49,030
-2,440
| -5% | -$122K | 0.24% | 47 |
|
|
2022
Q4 | $2.49M | Sell |
51,470
-1,470
| -3% | -$71.1K | 0.26% | 46 |
|
|
2022
Q3 | $2.32M | Buy |
52,940
+36,670
| +225% | +$1.61M | 0.29% | 46 |
|
|
2022
Q2 | $736K | Sell |
16,270
-4,790
| -23% | -$217K | 0.42% | 41 |
|
|
2022
Q1 | $1.15M | Buy |
21,060
+10
| +0% | +$545 | 0.6% | 30 |
|
|
2021
Q4 | $1.19M | Sell |
21,050
-480
| -2% | -$27.2K | 0.62% | 30 |
|
|
2021
Q3 | $1.13M | Buy |
21,530
+1,670
| +8% | +$87.9K | 0.65% | 31 |
|
|
2021
Q2 | $1.07M | Buy |
19,860
+10
| +0.1% | +$537 | 0.66% | 29 |
|
|
2021
Q1 | $1.03M | Buy |
19,850
+2,630
| +15% | +$137K | 0.76% | 28 |
|
|
2020
Q4 | $792K | Sell |
17,220
-4,835
| -22% | -$222K | 0.63% | 31 |
|
|
2020
Q3 | $817K | Sell |
22,055
-15,230
| -41% | -$564K | 0.66% | 29 |
|
|
2020
Q2 | $1.33M | Sell |
37,285
-13,365
| -26% | -$475K | 1.2% | 21 |
|
|
2020
Q1 | $1.46M | Buy |
50,650
+28,900
| +133% | +$831K | 1.93% | 16 |
|
|
2019
Q4 | $895K | Buy |
+21,750
| New | +$895K | 1.16% | 23 |
|