Aull & Monroe 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 | $209K | Buy |
+3,375
| New | +$209K | 0.11% | 121 |
|
|
2025
Q1 | – | Sell |
-3,500
| Closed | -$218K | – | 123 |
|
|
2024
Q4 | $218K | Hold |
3,500
| – | – | 0.11% | 118 |
|
|
2024
Q3 | $218K | Hold |
3,500
| – | – | 0.1% | 124 |
|
|
2024
Q2 | $205K | Hold |
3,500
| – | – | 0.1% | 125 |
|
|
2024
Q1 | $213K | Buy |
+3,500
| New | +$213K | 0.1% | 125 |
|
|
2017
Q2 | – | Sell |
-5,875
| Closed | -$202K | – | 129 |
|
|
2017
Q1 | $202K | Buy |
+5,875
| New | +$202K | 0.11% | 133 |
|
|
2016
Q4 | – | Sell |
-8,375
| Closed | -$259K | – | 128 |
|
|
2016
Q3 | $259K | Hold |
8,375
| – | – | 0.15% | 111 |
|
|
2016
Q2 | $251K | Hold |
8,375
| – | – | 0.14% | 109 |
|
|
2016
Q1 | $242K | Hold |
8,375
| – | – | 0.15% | 109 |
|
|
2015
Q4 | $233K | Hold |
8,375
| – | – | 0.14% | 109 |
|
|
2015
Q3 | $228K | Hold |
8,375
| – | – | 0.15% | 109 |
|
|
2015
Q2 | $252K | Hold |
8,375
| – | – | 0.15% | 107 |
|
|
2015
Q1 | $254K | Hold |
8,375
| – | – | 0.14% | 107 |
|
|
2014
Q4 | $242K | Buy |
8,375
+375
| +5% | +$10.8K | 0.13% | 112 |
|
|
2014
Q3 | $218K | Hold |
8,000
| – | – | 0.12% | 108 |
|
|
2014
Q2 | $229K | Buy |
8,000
+125
| +2% | +$3.58K | 0.12% | 109 |
|
|
2014
Q1 | $217K | Hold |
7,875
| – | – | 0.12% | 109 |
|
|
2013
Q4 | $210K | Buy |
+7,875
| New | +$210K | 0.12% | 107 |
|