Capital Advisors Ltd’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $2.4M | Buy |
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|
2024
Q4 | $2.53M | Buy |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $2.29M | Sell |
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|
2024
Q1 | $2.39M | Sell |
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|
2023
Q4 | $2.23M | Buy |
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|
2023
Q3 | $2M | Sell |
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|
2023
Q2 | $2.19M | Buy |
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|
2023
Q1 | $2.02M | Sell |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.61M | Buy |
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|
2022
Q2 | $1.53M | Buy |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.83M | Buy |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.62M | Buy |
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|
2021
Q1 | $1.47M | Hold |
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|
2020
Q4 | $1.3M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $830K | Buy |
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|
2019
Q4 | $999K | Buy |
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|
2019
Q3 | $909K | Buy |
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|
2019
Q2 | $879K | Buy |
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|
2019
Q1 | $854K | Sell |
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|
2018
Q4 | $757K | Sell |
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|
2018
Q3 | $965K | Buy |
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|
2018
Q2 | $884K | Buy |
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|
2018
Q1 | $703K | Buy |
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|
2017
Q4 | $682K | Buy |
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|
2017
Q3 | $614K | Buy |
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|
2017
Q2 | $587K | Buy |
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|
2017
Q1 | $571K | Buy |
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|
2016
Q4 | $524K | Sell |
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|
2016
Q3 | $493K | Sell |
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|
2016
Q2 | $543K | Buy |
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|
2016
Q1 | $524K | Sell |
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|
2015
Q4 | $613K | Buy |
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|
2015
Q3 | $493K | Buy |
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|
2015
Q2 | $466K | Buy |
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|
2015
Q1 | $453K | Buy |
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|
2014
Q4 | $387K | Buy |
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|
2014
Q3 | $255K | Buy |
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|
2014
Q2 | $180K | Sell |
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|
2014
Q1 | $185K | Buy |
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|
2013
Q4 | $171K | Buy |
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