Baron Silver Stevens Financial 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 | $23.4M | Sell |
376,608
-11,632
| -3% | -$721K | 3.74% | 8 |
|
|
2025
Q1 | $22.7M | Sell |
388,240
-11,067
| -3% | -$646K | 3.96% | 7 |
|
|
2024
Q4 | $24.9M | Buy |
399,307
+8,865
| +2% | +$552K | 4.22% | 7 |
|
|
2024
Q3 | $24.3M | Buy |
390,442
+6,193
| +2% | +$386K | 4.25% | 7 |
|
|
2024
Q2 | $22.5M | Buy |
384,249
+5,817
| +2% | +$340K | 4.26% | 7 |
|
|
2024
Q1 | $23M | Sell |
378,432
-2,403
| -0.6% | -$146K | 4.44% | 7 |
|
|
2023
Q4 | $21.1M | Sell |
380,835
-6,315
| -2% | -$350K | 4.43% | 7 |
|
|
2023
Q3 | $19.3M | Buy |
387,150
+4,575
| +1% | +$228K | 4.37% | 7 |
|
|
2023
Q2 | $20M | Buy |
382,575
+54,975
| +17% | +$2.87M | 4.39% | 6 |
|
|
2023
Q1 | $16.4M | Sell |
327,600
-47,655
| -13% | -$2.38M | 4.27% | 8 |
|
|
2022
Q4 | $18.2M | Buy |
375,255
+3,520
| +0.9% | +$170K | 4.47% | 7 |
|
|
2022
Q3 | $13.4K | Buy |
371,735
+4,030
| +1% | +$145 | 3.64% | 10 |
|
|
2022
Q2 | $16.6M | Buy |
367,705
+7,380
| +2% | +$334K | 4.3% | 8 |
|
|
2022
Q1 | $19.3M | Sell |
360,325
-6,240
| -2% | -$335K | 4.53% | 7 |
|
|
2021
Q4 | $20.8M | Buy |
366,565
+7,450
| +2% | +$422K | 4.91% | 7 |
|
|
2021
Q3 | $18.9M | Buy |
359,115
+8,055
| +2% | +$424K | 5.04% | 6 |
|
|
2021
Q2 | $18.9M | Buy |
351,060
+5,420
| +2% | +$291K | 5.12% | 5 |
|
|
2021
Q1 | $18M | Buy |
345,640
+3,420
| +1% | +$178K | 9.79% | 4 |
|
|
2020
Q4 | $15.7M | Buy |
+342,220
| New | +$15.7M | 5.38% | 6 |
|