Capital Insight Partners’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 | $207K | Buy |
+3,345
| New | +$207K | 0.04% | 162 |
|
|
2025
Q1 | – | Sell |
-3,365
| Closed | -$210K | – | 163 |
|
|
2024
Q4 | $210K | Hold |
3,365
| – | – | 0.04% | 155 |
|
|
2024
Q3 | $210K | Sell |
3,365
-680
| -17% | -$42.4K | 0.04% | 154 |
|
|
2024
Q2 | $237K | Sell |
4,045
-120
| -3% | -$7.02K | 0.04% | 146 |
|
|
2024
Q1 | $253K | Buy |
4,165
+105
| +3% | +$6.38K | 0.05% | 154 |
|
|
2023
Q4 | $225K | Sell |
4,060
-200
| -5% | -$11.1K | 0.05% | 158 |
|
|
2023
Q3 | $212K | Hold |
4,260
| – | – | 0.05% | 159 |
|
|
2023
Q2 | $223K | Hold |
4,260
| – | – | 0.05% | 161 |
|
|
2023
Q1 | $213K | Hold |
4,260
| – | – | 0.05% | 160 |
|
|
2022
Q4 | $206K | Buy |
+4,260
| New | +$206K | 0.05% | 156 |
|
|
2022
Q2 | – | Sell |
-4,260
| Closed | -$229K | – | 158 |
|
|
2022
Q1 | $229K | Hold |
4,260
| – | – | 0.05% | 157 |
|
|
2021
Q4 | $241K | Hold |
4,260
| – | – | 0.05% | 142 |
|
|
2021
Q3 | $224K | Hold |
4,260
| – | – | 0.05% | 145 |
|
|
2021
Q2 | $229K | Hold |
4,260
| – | – | 0.05% | 143 |
|
|
2021
Q1 | $222K | Buy |
+4,260
| New | +$222K | 0.05% | 142 |
|