Baron Financial Group’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 | $1.54M | Sell |
24,842
-520
| -2% | -$32.3K | 0.9% | 31 |
|
|
2025
Q1 | $1.48M | Sell |
25,362
-403
| -2% | -$23.5K | 0.93% | 31 |
|
|
2024
Q4 | $1.61M | Sell |
25,765
-690
| -3% | -$43K | 1% | 30 |
|
|
2024
Q3 | $1.65M | Sell |
26,455
-1,170
| -4% | -$72.9K | 1.01% | 30 |
|
|
2024
Q2 | $1.62M | Sell |
27,625
-585
| -2% | -$34.2K | 1.03% | 30 |
|
|
2024
Q1 | $1.71M | Buy |
28,210
+345
| +1% | +$21K | 1.06% | 28 |
|
|
2023
Q4 | $1.54M | Buy |
27,865
+875
| +3% | +$48.5K | 0.99% | 31 |
|
|
2023
Q3 | $1.35M | Buy |
26,990
+75
| +0.3% | +$3.74K | 0.87% | 32 |
|
|
2023
Q2 | $1.41M | Buy |
26,915
+45
| +0.2% | +$2.35K | 0.87% | 32 |
|
|
2023
Q1 | $1.34M | Sell |
26,870
-450
| -2% | -$22.5K | 0.85% | 31 |
|
|
2022
Q4 | $1.32M | Sell |
27,320
-625
| -2% | -$30.2K | 0.88% | 31 |
|
|
2022
Q3 | $1.23M | Sell |
27,945
-500
| -2% | -$21.9K | 0.83% | 35 |
|
|
2022
Q2 | $1.29M | Sell |
28,445
-2,500
| -8% | -$113K | 0.85% | 28 |
|
|
2022
Q1 | $1.66M | Sell |
30,945
-150
| -0.5% | -$8.05K | 0.96% | 27 |
|
|
2021
Q4 | $1.76M | Buy |
31,095
+475
| +2% | +$26.9K | 1% | 27 |
|
|
2021
Q3 | $1.61M | Buy |
30,620
+600
| +2% | +$31.6K | 0.98% | 27 |
|
|
2021
Q2 | $1.61M | Buy |
30,020
+350
| +1% | +$18.8K | 1% | 27 |
|
|
2021
Q1 | $1.54M | Sell |
29,670
-675
| -2% | -$35.1K | 1.06% | 27 |
|
|
2020
Q4 | $1.39M | Sell |
30,345
-2,375
| -7% | -$109K | 1.11% | 23 |
|
|
2020
Q3 | $1.21M | Buy |
+32,720
| New | +$1.21M | 1.14% | 22 |
|