CAPTRUST Financial Advisors’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 | $137M | Sell |
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|
2025
Q1 | $130M | Buy |
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|
2024
Q4 | $103M | Sell |
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|
2024
Q3 | $104M | Buy |
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|
2024
Q2 | $89.6M | Buy |
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|
2024
Q1 | $92.3M | Sell |
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|
2023
Q4 | $91.3M | Sell |
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|
2023
Q3 | $83.1M | Buy |
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|
2023
Q2 | $84.1M | Sell |
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|
2023
Q1 | $83.3M | Sell |
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|
2022
Q4 | $81M | Sell |
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|
2022
Q3 | $78.3M | Buy |
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|
2022
Q2 | $62.4M | Buy |
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|
2022
Q1 | $72M | Sell |
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|
2021
Q4 | $85.4M | Buy |
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|
2021
Q3 | $78M | Buy |
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|
2021
Q2 | $75.5M | Sell |
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|
2021
Q1 | $73.5M | Buy |
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|
2020
Q4 | $48.6M | Buy |
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|
2020
Q3 | $33.5M | Sell |
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|
2020
Q2 | $39.1M | Sell |
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|
2020
Q1 | $32.7M | Sell |
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|
2019
Q4 | $51.6M | Buy |
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|
2019
Q3 | $37.9M | Sell |
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|
2019
Q2 | $38.2M | Buy |
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|
2019
Q1 | $36.9M | Buy |
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|
2018
Q4 | $19.4M | Sell |
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|
2018
Q3 | $23.8M | Buy |
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|
2018
Q2 | $22.1M | Buy |
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|
2018
Q1 | $19.9M | Buy |
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|
2017
Q4 | $20.4M | Sell |
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|
2017
Q3 | $20.5M | Buy |
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|
2017
Q2 | $12.3M | Buy |
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|
2017
Q1 | $11.7M | Buy |
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|
2016
Q4 | $9.2M | Buy |
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|
2016
Q3 | $39K | Sell |
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|
2016
Q2 | $6.62M | Sell |
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|
2016
Q1 | $6.49M | Sell |
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|
2015
Q4 | $6.71M | Buy |
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|
2015
Q3 | $5.73M | Buy |
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|
2015
Q2 | $6.21M | Sell |
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|
2015
Q1 | $6.76M | Buy |
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|
2014
Q4 | $6.33M | Buy |
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|
2014
Q3 | $5.37M | Sell |
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|
2014
Q2 | $5.97M | Buy |
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|
2014
Q1 | $5.68M | Sell |
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|
2013
Q4 | $5.53M | Buy |
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|
2013
Q3 | $590K | Buy |
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|
2013
Q2 | $290K | Buy |
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