Callan Family Office’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 | $30.1M | Sell |
484,786
-29,668
| -6% | -$1.84M | 0.95% | 16 |
|
|
2025
Q1 | $30M | Buy |
514,454
+38,465
| +8% | +$2.24M | 2.25% | 5 |
|
|
2024
Q4 | $29.7M | Sell |
475,989
-5,193
| -1% | -$324K | 1.89% | 9 |
|
|
2024
Q3 | $30M | Buy |
481,182
+40,643
| +9% | +$2.53M | 5.04% | 4 |
|
|
2024
Q2 | $25.8M | Buy |
440,539
+1,260
| +0.3% | +$73.7K | 4.95% | 4 |
|
|
2024
Q1 | $26.7M | Buy |
439,279
+8,359
| +2% | +$508K | 6.26% | 4 |
|
|
2023
Q4 | $23.9M | Sell |
430,920
-14,765
| -3% | -$818K | 5.9% | 5 |
|
|
2023
Q3 | $22.2M | Sell |
445,685
-1,970
| -0.4% | -$98.2K | 5.92% | 5 |
|
|
2023
Q2 | $23.4M | Sell |
447,655
-21,830
| -5% | -$1.14M | 6.17% | 4 |
|
|
2023
Q1 | $23.5M | Buy |
469,485
+12,370
| +3% | +$619K | 5.7% | 4 |
|
|
2022
Q4 | $22.1M | Buy |
+457,115
| New | +$22.1M | 7.13% | 4 |
|