Aptus Capital Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.84M | Sell |
101,225
-2,346
| -2% | -$163K | 0.05% | 284 |
|
|
2025
Q4 | $6.84M | Sell |
103,571
-5,957
| -5% | -$390K | 0.05% | 275 |
|
|
2025
Q3 | $7.15M | Sell |
109,528
-3,256
| -3% | -$209K | 0.05% | 263 |
|
|
2025
Q2 | $6.99M | Sell |
112,784
-5,435
| -5% | -$319K | 0.06% | 244 |
|
|
2025
Q1 | $6.9M | Buy |
118,219
+11,340
| +11% | +$704K | 0.07% | 233 |
|
|
2024
Q4 | $6.66M | Buy |
106,879
+78,988
| +283% | +$5.07M | 0.07% | 226 |
|
|
2024
Q3 | $1.74M | Buy |
27,891
+6,271
| +29% | +$378K | 0.03% | 331 |
|
|
2024
Q2 | $1.27M | Sell |
21,620
-1
| -0% | -$59 | 0.02% | 354 |
|
|
2024
Q1 | $1.31M | Buy |
21,621
+9,351
| +76% | +$529K | 0.02% | 356 |
|
|
2023
Q4 | $680K | Buy |
12,270
+10
| +0.1% | +$507 | 0.02% | 335 |
|
|
2023
Q3 | $611K | Buy |
12,260
+1,620
| +15% | +$84.9K | 0.02% | 350 |
|
|
2023
Q2 | $556K | Buy |
10,640
+600
| +6% | +$29.8K | 0.01% | 314 |
|
|
2023
Q1 | $502K | Sell |
10,040
-3,220
| -24% | -$164K | 0.01% | 325 |
|
|
2022
Q4 | $641K | Sell |
13,260
-1,240
| -9% | -$59.9K | 0.02% | 322 |
|
|
2022
Q3 | $636K | Sell |
14,500
-405
| -3% | -$19.6K | 0.02% | 300 |
|
|
2022
Q2 | $674K | Sell |
14,905
-25
| -0.2% | -$1.23K | 0.02% | 257 |
|
|
2022
Q1 | $801K | Buy |
14,930
+10,405
| +230% | +$554K | 0.02% | 265 |
|
|
2021
Q4 | $256K | Buy |
4,525
+270
| +6% | +$15K | 0.01% | 331 |
|
|
2021
Q3 | $224K | Buy |
4,255
+2,315
| +119% | +$125K | 0.01% | 342 |
|
|
2021
Q2 | $104K | Buy |
1,940
+1,500
| +341% | +$81K | ﹤0.01% | 394 |
|
|
2021
Q1 | $23K | Buy |
440
+115
| +35% | +$5.74K | ﹤0.01% | 426 |
|
|
2020
Q4 | $14K | Sell |
325
-3,000
| -90% | -$126K | ﹤0.01% | 405 |
|
|
2020
Q3 | $123K | Buy |
3,325
+1,500
| +82% | +$56.1K | 0.01% | 317 |
|
|
2020
Q2 | $64K | Buy |
1,825
+195
| +12% | +$6.48K | ﹤0.01% | 313 |
|
|
2020
Q1 | $46K | Sell |
1,630
-5
| -0.3% | -$186 | ﹤0.01% | 315 |
|
|
2019
Q4 | $67K | Buy |
+1,635
| New | +$64.8K | ﹤0.01% | 381 |
|