Aptus Capital Advisors’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 | $6.99M | Sell |
112,784
-5,435
| -5% | -$337K | 0.06% | 234 |
|
2025
Q1 | $6.9M | Buy |
118,219
+11,340
| +11% | +$662K | 0.07% | 228 |
|
2024
Q4 | $6.66M | Buy |
106,879
+78,988
| +283% | +$4.92M | 0.07% | 218 |
|
2024
Q3 | $1.74M | Buy |
27,891
+6,271
| +29% | +$391K | 0.03% | 330 |
|
2024
Q2 | $1.27M | Sell |
21,620
-1
| -0% | -$59 | 0.02% | 351 |
|
2024
Q1 | $1.31M | Buy |
21,621
+9,351
| +76% | +$568K | 0.02% | 348 |
|
2023
Q4 | $680K | Buy |
12,270
+10
| +0.1% | +$554 | 0.02% | 333 |
|
2023
Q3 | $611K | Buy |
12,260
+1,620
| +15% | +$80.8K | 0.02% | 347 |
|
2023
Q2 | $556K | Buy |
10,640
+600
| +6% | +$31.4K | 0.01% | 303 |
|
2023
Q1 | $502K | Sell |
10,040
-3,220
| -24% | -$161K | 0.01% | 323 |
|
2022
Q4 | $641K | Sell |
13,260
-1,240
| -9% | -$60K | 0.02% | 320 |
|
2022
Q3 | $636K | Sell |
14,500
-405
| -3% | -$17.8K | 0.02% | 296 |
|
2022
Q2 | $674K | Sell |
14,905
-25
| -0.2% | -$1.13K | 0.02% | 250 |
|
2022
Q1 | $801K | Buy |
14,930
+10,405
| +230% | +$558K | 0.02% | 256 |
|
2021
Q4 | $256K | Buy |
4,525
+270
| +6% | +$15.3K | 0.01% | 322 |
|
2021
Q3 | $224K | Buy |
4,255
+2,315
| +119% | +$122K | 0.01% | 323 |
|
2021
Q2 | $104K | Buy |
1,940
+1,500
| +341% | +$80.4K | ﹤0.01% | 375 |
|
2021
Q1 | $23K | Buy |
440
+115
| +35% | +$6.01K | ﹤0.01% | 406 |
|
2020
Q4 | $14K | Sell |
325
-3,000
| -90% | -$129K | ﹤0.01% | 386 |
|
2020
Q3 | $123K | Buy |
3,325
+1,500
| +82% | +$55.5K | 0.01% | 293 |
|
2020
Q2 | $64K | Buy |
1,825
+195
| +12% | +$6.84K | ﹤0.01% | 297 |
|
2020
Q1 | $46K | Sell |
1,630
-5
| -0.3% | -$141 | ﹤0.01% | 301 |
|
2019
Q4 | $67K | Buy |
+1,635
| New | +$67K | ﹤0.01% | 333 |
|