Brick & Kyle Associates’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 | $329K | Buy |
+23,000
| New | +$329K | 0.15% | 56 |
|
2025
Q1 | – | Sell |
-5,025
| Closed | -$313K | – | 58 |
|
2024
Q4 | $313K | Hold |
5,025
| – | – | 0.13% | 58 |
|
2024
Q3 | $313K | Sell |
5,025
-625
| -11% | -$38.9K | 0.13% | 55 |
|
2024
Q2 | $331K | Buy |
+5,650
| New | +$331K | 0.14% | 59 |
|
2017
Q2 | – | Sell |
-850
| Closed | -$29K | – | 209 |
|
2017
Q1 | $29K | Buy |
850
+100
| +13% | +$3.41K | 0.02% | 231 |
|
2016
Q4 | $25K | Hold |
750
| – | – | 0.02% | 245 |
|
2016
Q3 | $23K | Hold |
750
| – | – | 0.02% | 260 |
|
2016
Q2 | $22K | Hold |
750
| – | – | 0.02% | 254 |
|
2016
Q1 | $22K | Hold |
750
| – | – | 0.02% | 243 |
|
2015
Q4 | $21K | Buy |
750
+500
| +200% | +$14K | 0.02% | 244 |
|
2015
Q3 | $7K | Hold |
250
| – | – | 0.01% | 370 |
|
2015
Q2 | $7K | Hold |
250
| – | – | 0.01% | 393 |
|
2015
Q1 | $8K | Hold |
250
| – | – | 0.01% | 387 |
|
2014
Q4 | $7K | Buy |
+250
| New | +$7K | 0.01% | 371 |
|