Clearstead Trust’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 | $1.08M | Buy |
17,479
+1,322
| +8% | +$82K | 0.21% | 69 |
|
|
2025
Q1 | $943K | Buy |
16,157
+56
| +0.3% | +$3.27K | 0.21% | 69 |
|
|
2024
Q4 | $1M | Buy |
16,101
+1,121
| +7% | +$69.9K | 0.22% | 66 |
|
|
2024
Q3 | $934K | Buy |
14,980
+1,547
| +12% | +$96.4K | 0.22% | 65 |
|
|
2024
Q2 | $786K | Buy |
13,433
+76
| +0.6% | +$4.45K | 0.2% | 65 |
|
|
2024
Q1 | $811K | Buy |
13,357
+532
| +4% | +$32.3K | 0.21% | 65 |
|
|
2023
Q4 | $711K | Buy |
12,825
+1,565
| +14% | +$86.7K | 0.19% | 74 |
|
|
2023
Q3 | $562K | Buy |
11,260
+960
| +9% | +$47.9K | 0.18% | 73 |
|
|
2023
Q2 | $524K | Buy |
10,300
+130
| +1% | +$6.62K | 0.17% | 75 |
|
|
2023
Q1 | $509K | Buy |
10,170
+505
| +5% | +$25.3K | 0.16% | 79 |
|
|
2022
Q4 | $467K | Buy |
9,665
+6,870
| +246% | +$332K | 0.16% | 79 |
|
|
2022
Q3 | $123K | Buy |
+2,795
| New | +$123K | 0.04% | 165 |
|