CIR
Clear Investment Research’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
44,292
-346
| -0.8% | -$21.5K | 3.46% | 8 |
|
|
2025
Q1 | $2.6M | Buy |
44,638
+1,018
| +2% | +$59.4K | 3.48% | 8 |
|
|
2024
Q4 | $2.72M | Sell |
43,620
-609
| -1% | -$37.9K | 3.5% | 7 |
|
|
2024
Q3 | $2.76M | Sell |
44,229
-45,064
| -50% | -$2.81M | 3.59% | 7 |
|
|
2024
Q2 | $5.23M | Buy |
89,293
+4,247
| +5% | +$249K | 6.81% | 3 |
|
|
2024
Q1 | $5.17M | Buy |
85,046
+65,897
| +344% | +$4M | 6.95% | 3 |
|
|
2023
Q4 | $5.31M | Sell |
19,149
-371
| -2% | -$103K | 7.47% | 3 |
|
|
2023
Q3 | $4.87M | Buy |
19,520
+418
| +2% | +$104K | 8.44% | 3 |
|
|
2023
Q2 | $5M | Buy |
19,102
+611
| +3% | +$160K | 8.38% | 3 |
|
|
2023
Q1 | $4.63M | Buy |
18,491
+266
| +1% | +$66.5K | 8.1% | 3 |
|
|
2022
Q4 | $4.41M | Sell |
18,225
-389
| -2% | -$94.1K | 8.54% | 3 |
|
|
2022
Q3 | $4.08M | Buy |
18,614
+793
| +4% | +$174K | 8.6% | 3 |
|
|
2022
Q2 | $4.03M | Buy |
17,821
+807
| +5% | +$183K | 8.91% | 2 |
|
|
2022
Q1 | $4.57M | Sell |
17,014
-4,641
| -21% | -$1.25M | 8.94% | 2 |
|
|
2021
Q4 | $6.13M | Sell |
21,655
-512
| -2% | -$145K | 9.4% | 1 |
|
|
2021
Q3 | $5.83M | Buy |
22,167
+682
| +3% | +$179K | 9.45% | 1 |
|
|
2021
Q2 | $5.77M | Buy |
21,485
+39
| +0.2% | +$10.5K | 9.64% | 2 |
|
|
2021
Q1 | $5.58M | Sell |
21,446
-1,364
| -6% | -$355K | 10.09% | 2 |
|
|
2020
Q4 | $5.24M | Sell |
22,810
-2,585
| -10% | -$594K | 9.47% | 2 |
|
|
2020
Q3 | $4.71M | Buy |
25,395
+426
| +2% | +$78.9K | 9.54% | 2 |
|
|
2020
Q2 | $4.44M | Sell |
24,969
-728
| -3% | -$129K | 9.52% | 2 |
|
|
2020
Q1 | $3.7M | Buy |
25,697
+3,700
| +17% | +$532K | 8.99% | 3 |
|
|
2019
Q4 | $4.53M | Sell |
21,997
-998
| -4% | -$205K | 9.35% | 3 |
|
|
2019
Q3 | $4.44M | Sell |
22,995
-2,333
| -9% | -$451K | 9.52% | 2 |
|
|
2019
Q2 | $4.92M | Sell |
25,328
-3,724
| -13% | -$723K | 8.06% | 3 |
|
|
2019
Q1 | $5.5M | Sell |
29,052
-1,179
| -4% | -$223K | 8.59% | 3 |
|
|
2018
Q4 | $5.02M | Buy |
30,231
+2,395
| +9% | +$398K | 8.11% | 4 |
|
|
2018
Q3 | $5.6M | Sell |
27,836
-66,308
| -70% | -$13.3M | 8.11% | 4 |
|
|
2018
Q2 | $17.7M | Hold |
94,144
| – | – | 11.56% | 1 |
|
|
2018
Q1 | $17.7M | Buy |
94,144
+1,982
| +2% | +$372K | 11.56% | 1 |
|
|
2017
Q4 | $17.5M | Sell |
92,162
-4,105
| -4% | -$779K | 11.58% | 1 |
|
|
2017
Q3 | $17.2M | Buy |
96,267
+12,957
| +16% | +$2.32M | 11.69% | 1 |
|
|
2017
Q2 | $14.5M | Sell |
83,310
-14,307
| -15% | -$2.49M | 11.05% | 2 |
|
|
2017
Q1 | $16.7M | Buy |
97,617
+5,553
| +6% | +$951K | 12% | 1 |
|
|
2016
Q4 | $15.2M | Sell |
92,064
-2,932
| -3% | -$485K | 11.74% | 1 |
|
|
2016
Q3 | $14.7M | Buy |
94,996
+26,677
| +39% | +$4.13M | 11.65% | 2 |
|
|
2016
Q2 | $10.2M | Sell |
68,319
-40,864
| -37% | -$6.1M | 10.66% | 2 |
|
|
2016
Q1 | $15.7M | Buy |
109,183
+3,605
| +3% | +$520K | 12.89% | 1 |
|
|
2015
Q4 | $14.7M | Buy |
105,578
+7,452
| +8% | +$1.04M | 12.53% | 1 |
|
|
2015
Q3 | $13.4M | Buy |
98,126
+2,701
| +3% | +$369K | 12.42% | 1 |
|
|
2015
Q2 | $14.3M | Buy |
95,425
+2,697
| +3% | +$405K | 12.73% | 1 |
|
|
2015
Q1 | $14.1M | Buy |
+92,728
| New | +$14.1M | 12.75% | 1 |
|