Aspen Investment 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 | $558K | Buy |
8,999
+3,524
| +64% | +$219K | 0.23% | 99 |
|
|
2025
Q1 | $319K | Buy |
5,475
+1,004
| +22% | +$58.5K | 0.15% | 123 |
|
|
2024
Q4 | $279K | Buy |
4,471
+6
| +0.1% | +$374 | 0.13% | 128 |
|
|
2024
Q3 | $278K | Buy |
4,465
+37
| +0.8% | +$2.3K | 0.13% | 133 |
|
|
2024
Q2 | $259K | Buy |
4,428
+427
| +11% | +$25K | 0.13% | 130 |
|
|
2024
Q1 | $243K | Buy |
+4,001
| New | +$243K | 0.12% | 142 |
|
|
2022
Q1 | – | Sell |
-8,960
| Closed | -$507K | – | 149 |
|
|
2021
Q4 | $507K | Buy |
+8,960
| New | +$507K | 0.25% | 104 |
|
|
2014
Q2 | – | Sell |
-11,215
| Closed | -$308K | – | 138 |
|
|
2014
Q1 | $308K | Hold |
11,215
| – | – | 0.2% | 101 |
|
|
2013
Q4 | $300K | Hold |
11,215
| – | – | 0.2% | 102 |
|
|
2013
Q3 | $278K | Hold |
11,215
| – | – | 0.2% | 98 |
|
|
2013
Q2 | $259K | Buy |
+11,215
| New | +$259K | 0.18% | 97 |
|