Chapin Davis’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
$1.6M Buy
25,839
+141
+0.5% +$8.75K 0.44% 53
2025
Q1
$1.5M Sell
25,698
-1,255
-5% -$73.2K 0.51% 47
2024
Q4
$1.68M Hold
26,953
0.55% 40
2024
Q3
$1.68M Sell
26,953
-601
-2% -$37.5K 0.54% 41
2024
Q2
$1.61M Buy
27,554
+1,655
+6% +$96.9K 0.55% 43
2024
Q1
$1.57M Sell
25,899
-456
-2% -$27.7K 0.57% 37
2023
Q4
$1.46M Buy
26,355
+25
+0.1% +$1.39K 0.62% 37
2023
Q3
$1.31M Sell
26,330
-30
-0.1% -$1.5K 0.63% 40
2023
Q2
$1.38M Sell
26,360
-500
-2% -$26.1K 0.65% 34
2023
Q1
$1.34M Buy
26,860
+1,285
+5% +$64.3K 0.7% 33
2022
Q4
$1.24M Buy
+25,575
New +$1.24M 0.72% 33