Atwood & Palmer’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 | $281K | Hold |
4,530
| – | – | 0.02% | 131 |
|
|
2025
Q1 | $264K | Hold |
4,530
| – | – | 0.02% | 135 |
|
|
2024
Q4 | $282K | Buy |
4,530
+290
| +7% | +$18.1K | 0.02% | 132 |
|
|
2024
Q3 | $264K | Hold |
4,240
| – | – | 0.02% | 134 |
|
|
2024
Q2 | $248K | Hold |
4,240
| – | – | 0.02% | 135 |
|
|
2024
Q1 | $258K | Sell |
4,240
-2,415
| -36% | -$147K | 0.02% | 131 |
|
|
2023
Q4 | $369K | Buy |
6,655
+1,410
| +27% | +$78.2K | 0.03% | 123 |
|
|
2023
Q3 | $262K | Hold |
5,245
| – | – | 0.02% | 125 |
|
|
2023
Q2 | $274K | Buy |
5,245
+2,145
| +69% | +$112K | 0.02% | 130 |
|
|
2023
Q1 | $155K | Buy |
3,100
+1,500
| +94% | +$75K | 0.01% | 154 |
|
|
2022
Q4 | $77.4K | Hold |
1,600
| – | – | 0.01% | 188 |
|
|
2022
Q3 | $70K | Buy |
1,600
+250
| +19% | +$10.9K | 0.01% | 187 |
|
|
2022
Q2 | $61K | Hold |
1,350
| – | – | 0.01% | 194 |
|
|
2022
Q1 | $72K | Hold |
1,350
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $76K | Hold |
1,350
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $71K | Hold |
1,350
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $73K | Hold |
1,350
| – | – | 0.01% | 201 |
|
|
2021
Q1 | $70K | Hold |
1,350
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $62K | Buy |
1,350
+1,000
| +286% | +$45.9K | 0.01% | 197 |
|
|
2020
Q3 | $13K | Hold |
350
| – | – | ﹤0.01% | 256 |
|
|
2020
Q2 | $12K | Hold |
350
| – | – | ﹤0.01% | 251 |
|
|
2020
Q1 | $10K | Hold |
350
| – | – | ﹤0.01% | 251 |
|
|
2019
Q4 | $14K | Hold |
350
| – | – | ﹤0.01% | 235 |
|
|
2019
Q3 | $14K | Hold |
350
| – | – | ﹤0.01% | 243 |
|
|
2019
Q2 | $14K | Sell |
350
-190
| -35% | -$7.6K | ﹤0.01% | 239 |
|
|
2019
Q1 | $20K | Buy |
540
+190
| +54% | +$7.04K | ﹤0.01% | 221 |
|
|
2018
Q4 | $12K | Hold |
350
| – | – | ﹤0.01% | 242 |
|
|
2018
Q3 | $14K | Sell |
350
-100
| -22% | -$4K | ﹤0.01% | 246 |
|
|
2018
Q2 | $18K | Buy |
450
+100
| +29% | +$4K | ﹤0.01% | 240 |
|
|
2018
Q1 | $13K | Buy |
+350
| New | +$13K | ﹤0.01% | 244 |
|
|
2014
Q4 | – | Sell |
-2,195
| Closed | -$60K | – | 394 |
|
|
2014
Q3 | $60K | Buy |
+2,195
| New | +$60K | 0.01% | 194 |
|