Clear Creek Financial Management’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 | $1.04M | Buy |
16,782
+7,585
| +82% | +$470K | 0.1% | 212 |
|
|
2025
Q1 | $537K | Buy |
9,197
+3,663
| +66% | +$214K | 0.06% | 300 |
|
|
2024
Q4 | $345K | Buy |
5,534
+50
| +0.9% | +$3.12K | 0.04% | 357 |
|
|
2024
Q3 | $342K | Sell |
5,484
-747
| -12% | -$46.6K | 0.04% | 324 |
|
|
2024
Q2 | $427K | Buy |
6,231
+41
| +0.7% | +$2.81K | 0.05% | 277 |
|
|
2024
Q1 | $438K | Sell |
6,190
-745
| -11% | -$52.7K | 0.06% | 266 |
|
|
2023
Q4 | $381K | Buy |
6,935
+940
| +16% | +$51.7K | 0.06% | 229 |
|
|
2023
Q3 | $304K | Buy |
+5,995
| New | +$304K | 0.05% | 237 |
|
|
2022
Q1 | – | Sell |
-3,810
| Closed | -$216K | – | 355 |
|
|
2021
Q4 | $216K | Sell |
3,810
-2,725
| -42% | -$154K | 0.03% | 312 |
|
|
2021
Q3 | $344K | Buy |
6,535
+35
| +0.5% | +$1.84K | 0.06% | 225 |
|
|
2021
Q2 | $349K | Buy |
+6,500
| New | +$349K | 0.05% | 216 |
|
|
2021
Q1 | – | Sell |
-8,185
| Closed | -$376K | – | 146 |
|
|
2020
Q4 | $376K | Buy |
+8,185
| New | +$376K | 0.07% | 213 |
|
|
2020
Q3 | – | Sell |
-8,405
| Closed | -$298K | – | 167 |
|
|
2020
Q2 | $298K | Buy |
+8,405
| New | +$298K | 0.08% | 178 |
|
|
2020
Q1 | – | Sell |
-7,140
| Closed | -$293K | – | 177 |
|
|
2019
Q4 | $293K | Sell |
7,140
-7,685
| -52% | -$315K | 0.12% | 92 |
|
|
2019
Q3 | $594K | Sell |
14,825
-1,925
| -11% | -$77.1K | 0.29% | 48 |
|
|
2019
Q2 | $650K | Buy |
+16,750
| New | +$650K | 0.28% | 54 |
|