Cambridge 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 | $18.6M | Buy |
300,467
+33,527
| +13% | +$2.08M | 3.9% | 4 |
|
|
2025
Q1 | $15.6M | Buy |
266,940
+154
| +0.1% | +$8.99K | 3.41% | 4 |
|
|
2024
Q4 | $16.6M | Sell |
266,786
-21,036
| -7% | -$1.31M | 3.71% | 4 |
|
|
2024
Q3 | $17.9M | Buy |
287,822
+10,239
| +4% | +$638K | 3.92% | 4 |
|
|
2024
Q2 | $16.2M | Sell |
277,583
-7,150
| -3% | -$418K | 3.77% | 4 |
|
|
2024
Q1 | $17.3M | Sell |
284,733
-2,017
| -0.7% | -$123K | 4.08% | 4 |
|
|
2023
Q4 | $15.9M | Sell |
286,750
-35
| -0% | -$1.94K | 3.99% | 4 |
|
|
2023
Q3 | $14.3M | Sell |
286,785
-3,750
| -1% | -$187K | 3.84% | 4 |
|
|
2023
Q2 | $15.2M | Buy |
290,535
+8,935
| +3% | +$467K | 3.89% | 4 |
|
|
2023
Q1 | $14.1M | Sell |
281,600
-5,200
| -2% | -$260K | 3.61% | 4 |
|
|
2022
Q4 | $13.9M | Sell |
286,800
-6,840
| -2% | -$331K | 3.72% | 4 |
|
|
2022
Q3 | $12.9M | Sell |
293,640
-5,990
| -2% | -$263K | 3.69% | 4 |
|
|
2022
Q2 | $13.6M | Buy |
299,630
+7,625
| +3% | +$345K | 3.71% | 4 |
|
|
2022
Q1 | $15.7M | Sell |
292,005
-1,110
| -0.4% | -$59.6K | 3.73% | 4 |
|
|
2021
Q4 | $16.6M | Sell |
293,115
-465
| -0.2% | -$26.3K | 3.75% | 4 |
|
|
2021
Q3 | $15.4M | Buy |
293,580
+7,500
| +3% | +$395K | 3.76% | 4 |
|
|
2021
Q2 | $15.4M | Sell |
286,080
-12,470
| -4% | -$670K | 3.72% | 4 |
|
|
2021
Q1 | $15.5M | Sell |
298,550
-15,000
| -5% | -$781K | 3.97% | 4 |
|
|
2020
Q4 | $14.4M | Sell |
313,550
-13,750
| -4% | -$632K | 3.88% | 4 |
|
|
2020
Q3 | $12.1M | Sell |
327,300
-875
| -0.3% | -$32.4K | 3.57% | 5 |
|
|
2020
Q2 | $11.7M | Buy |
328,175
+12,875
| +4% | +$458K | 3.65% | 5 |
|
|
2020
Q1 | $9.07M | Buy |
315,300
+13,000
| +4% | +$374K | 3.31% | 6 |
|
|
2019
Q4 | $12.4M | Buy |
302,300
+2,250
| +0.7% | +$92.6K | 3.8% | 4 |
|
|
2019
Q3 | $11.6M | Sell |
300,050
-4,800
| -2% | -$186K | 3.82% | 6 |
|
|
2019
Q2 | $11.8M | Sell |
304,850
-7,500
| -2% | -$291K | 3.91% | 4 |
|
|
2019
Q1 | $11.8M | Hold |
312,350
| – | – | 4.03% | 4 |
|
|
2018
Q4 | $10.4M | Buy |
312,350
+24,750
| +9% | +$822K | 3.86% | 4 |
|
|
2018
Q3 | $11.6M | Sell |
287,600
-4,750
| -2% | -$191K | 3.91% | 4 |
|
|
2018
Q2 | $11.4M | Hold |
292,350
| – | – | 4.03% | 4 |
|
|
2018
Q1 | $11M | Hold |
292,350
| – | – | 3.93% | 4 |
|
|
2017
Q4 | $11.1M | Sell |
292,350
-125
| -0% | -$4.74K | 4% | 4 |
|
|
2017
Q3 | $10.5M | Hold |
292,475
| – | – | 4.02% | 4 |
|
|
2017
Q2 | $10.2M | Hold |
292,475
| – | – | 4.11% | 4 |
|
|
2017
Q1 | $10M | Sell |
292,475
-12,500
| -4% | -$428K | 4.13% | 4 |
|
|
2016
Q4 | $10.1M | Sell |
304,975
-6,415
| -2% | -$212K | 4.46% | 4 |
|
|
2016
Q3 | $9.64M | Sell |
311,390
-2,500
| -0.8% | -$77.4K | 4.26% | 4 |
|
|
2016
Q2 | $9.38M | Sell |
313,890
-9,500
| -3% | -$284K | 4.29% | 4 |
|
|
2016
Q1 | $9.33M | Buy |
323,390
+100,050
| +45% | +$2.89M | 4.33% | 4 |
|
|
2015
Q4 | $6.22M | Hold |
223,340
| – | – | 3.53% | 4 |
|
|
2015
Q3 | $6.1M | Hold |
223,340
| – | – | 3.6% | 4 |
|
|
2015
Q2 | $6.7M | Buy |
223,340
+202,900
| +993% | +$6.09M | 3.77% | 4 |
|
|
2015
Q1 | $850K | Sell |
20,440
-159,300
| -89% | -$6.62M | 0.49% | 56 |
|
|
2014
Q4 | $5.21M | Buy |
+179,740
| New | +$5.21M | 3.18% | 4 |
|