Apollon Wealth 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 | $45.4M | Buy |
732,133
+43,068
| +6% | +$2.67M | 0.9% | 20 |
|
|
2025
Q1 | $40.2M | Buy |
689,065
+126,949
| +23% | +$7.41M | 0.88% | 24 |
|
|
2024
Q4 | $35M | Buy |
562,116
+81,581
| +17% | +$5.08M | 0.81% | 22 |
|
|
2024
Q3 | $29.9M | Buy |
480,535
+327,850
| +215% | +$20.4M | 0.85% | 22 |
|
|
2024
Q2 | $8.94M | Sell |
152,685
-2,126
| -1% | -$124K | 0.27% | 65 |
|
|
2024
Q1 | $9.4M | Sell |
154,811
-20,324
| -12% | -$1.23M | 0.3% | 62 |
|
|
2023
Q4 | $9.71M | Buy |
175,135
+72,100
| +70% | +$4M | 0.34% | 58 |
|
|
2023
Q3 | $5.14M | Sell |
103,035
-13,705
| -12% | -$683K | 0.26% | 74 |
|
|
2023
Q2 | $6.11M | Buy |
116,740
+1,135
| +1% | +$59.4K | 0.29% | 70 |
|
|
2023
Q1 | $5.78M | Buy |
115,605
+1,970
| +2% | +$98.6K | 0.35% | 57 |
|
|
2022
Q4 | $5.5M | Buy |
113,635
+2,500
| +2% | +$121K | 0.39% | 48 |
|
|
2022
Q3 | $4.87M | Buy |
111,135
+4,505
| +4% | +$198K | 0.4% | 49 |
|
|
2022
Q2 | $4.83M | Buy |
106,630
+8,365
| +9% | +$379K | 0.4% | 47 |
|
|
2022
Q1 | $5.27M | Buy |
98,265
+10,605
| +12% | +$569K | 0.37% | 53 |
|
|
2021
Q4 | $4.96M | Buy |
87,660
+29,095
| +50% | +$1.65M | 0.37% | 56 |
|
|
2021
Q3 | $3.08M | Sell |
58,565
-3,200
| -5% | -$168K | 0.42% | 43 |
|
|
2021
Q2 | $3.32M | Buy |
61,765
+1,765
| +3% | +$94.9K | 0.59% | 37 |
|
|
2021
Q1 | $3.12M | Buy |
60,000
+32,940
| +122% | +$1.71M | 0.6% | 35 |
|
|
2020
Q4 | $1.24M | Buy |
+27,060
| New | +$1.24M | 0.34% | 67 |
|
|
2020
Q3 | – | Sell |
-3,355
| Closed | -$119K | – | 396 |
|
|
2020
Q2 | $119K | Sell |
3,355
-5,945
| -64% | -$211K | 0.07% | 157 |
|
|
2020
Q1 | $268K | Sell |
9,300
-4,065
| -30% | -$117K | 0.28% | 49 |
|
|
2019
Q4 | $552K | Sell |
13,365
-215
| -2% | -$8.88K | 0.49% | 33 |
|
|
2019
Q3 | $525K | Sell |
13,580
-325
| -2% | -$12.6K | 0.55% | 32 |
|
|
2019
Q2 | $540K | Sell |
13,905
-5
| -0% | -$194 | 0.62% | 30 |
|
|
2019
Q1 | $527K | Sell |
13,910
-5,830
| -30% | -$221K | 0.69% | 27 |
|
|
2018
Q4 | $723K | Buy |
+19,740
| New | +$723K | 0.67% | 27 |
|