Capital Analysts LLC’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 | $11.5M | Buy |
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|
2025
Q1 | $5.86M | Sell |
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|
2024
Q4 | $62.9M | Buy |
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|
2024
Q3 | $62.9M | Buy |
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|
2024
Q2 | $58.1M | Buy |
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|
2024
Q1 | $59.5M | Buy |
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|
2023
Q4 | $52.9M | Sell |
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|
2023
Q3 | $51.4M | Buy |
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|
2023
Q2 | $53.5M | Buy |
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|
2023
Q1 | $50M | Buy |
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|
2022
Q4 | $46.8M | Buy |
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|
2022
Q3 | $41M | Buy |
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|
2022
Q2 | $42M | Buy |
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|
2022
Q1 | $47.9M | Sell |
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|
2021
Q4 | $50.6M | Sell |
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|
2021
Q3 | $47.4M | Buy |
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|
2021
Q2 | $46.7M | Sell |
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|
2021
Q1 | $47M | Buy |
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|
2020
Q4 | $37.3M | Sell |
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|
2020
Q3 | $31.2M | Buy |
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|
2020
Q2 | $28.9M | Sell |
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|
2020
Q1 | $25.8M | Sell |
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|
2019
Q4 | $39.3M | Buy |
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|
2019
Q3 | $36.2M | Buy |
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|
2019
Q2 | $35.5M | Sell |
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|
2019
Q1 | $35.1M | Buy |
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|
2018
Q4 | $29.6M | Sell |
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|
2018
Q3 | $36.8M | Sell |
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|
2018
Q2 | $35.8M | Buy |
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|
2018
Q1 | $33.5M | Buy |
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|
2017
Q4 | $33.2M | Buy |
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|
2017
Q3 | $30.4M | Buy |
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|
2017
Q2 | $28M | Buy |
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|
2017
Q1 | $26.2M | Buy |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $833K | Buy |
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|
2016
Q2 | $668K | Sell |
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|
2016
Q1 | $829K | Sell |
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|
2015
Q4 | $884K | Buy |
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|
2015
Q3 | $772K | Buy |
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|
2015
Q2 | $828K | Sell |
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|
2015
Q1 | $871K | Buy |
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|
2014
Q4 | $806K | Buy |
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|
2014
Q3 | $740K | Buy |
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|
2014
Q2 | $608K | Buy |
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|
2014
Q1 | $561K | Buy |
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|
2013
Q4 | $495K | Buy |
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|
2013
Q3 | $451K | Sell |
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|
2013
Q2 | $439K | Buy |
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