Clifford Swan Investment Counsel’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Clifford Swan Investment Counsel’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.33M	Buy	37,594 +1	+0%	+$62	0.08%	139
2025 Q1	$2.19M	Buy	37,593 +528	+1%	+$30.8K	0.08%	138
2024 Q4	$2.31M	Hold	37,065	–	–	0.08%	138
2024 Q3	$2.31M	Hold	37,065	–	–	0.08%	139
2024 Q2	$2.17M	Hold	37,065	–	–	0.08%	138
2024 Q1	$2.25M	Buy	37,065 +1,920	+5%	+$117K	0.08%	138
2023 Q4	$1.95M	Hold	35,145	–	–	0.08%	144
2023 Q3	$1.75M	Hold	35,145	–	–	0.07%	145
2023 Q2	$1.84M	Hold	35,145	–	–	0.07%	141
2023 Q1	$1.76M	Hold	35,145	–	–	0.07%	142
2022 Q4	$1.7M	Sell	35,145 -75	-0.2%	-$3.63K	0.07%	142
2022 Q3	$1.54M	Hold	35,220	–	–	0.07%	145
2022 Q2	$1.59M	Hold	35,220	–	–	0.07%	147
2022 Q1	$1.89M	Hold	35,220	–	–	0.07%	146
2021 Q4	$1.99M	Hold	35,220	–	–	0.07%	149
2021 Q3	$2M	Hold	35,220	–	–	0.07%	149
2021 Q2	$1.88M	Sell	35,220 -4,235	-11%	-$227K	0.07%	143
2021 Q1	$2.05M	Hold	39,455	–	–	0.08%	140
2020 Q4	$1.81M	Sell	39,455 -730	-2%	-$33.6K	0.08%	138
2020 Q3	$1.49M	Buy	40,185 +500	+1%	+$18.5K	0.07%	145
2020 Q2	$1.41M	Sell	39,685 -280	-0.7%	-$9.96K	0.07%	146
2020 Q1	$1.15M	Buy	39,965 +8,405	+27%	+$242K	0.07%	148
2019 Q4	$1.3M	Hold	31,560	–	–	0.06%	157
2019 Q3	$1.22M	Hold	31,560	–	–	0.06%	153
2019 Q2	$1.23M	Sell	31,560 -45	-0.1%	-$1.75K	0.06%	153
2019 Q1	$1.2M	Buy	31,605 +705	+2%	+$26.7K	0.06%	154
2018 Q4	$1.03M	Buy	30,900 +17,485	+130%	+$581K	0.06%	154
2018 Q3	$540K	Buy	13,415 +7,655	+133%	+$308K	0.03%	203
2018 Q2	$224K	Hold	5,760	–	–	0.01%	288
2018 Q1	$216K	Hold	5,760	–	–	0.01%	293
2017 Q4	$219K	Hold	5,760	–	–	0.01%	295
2017 Q3	$206K	Hold	5,760	–	–	0.01%	298
2017 Q2	$200K	Buy	+5,760	New	+$200K	0.01%	307
2016 Q3	–	Sell	-7,375	Closed	-$220K	–	284
2016 Q2	$220K	Buy	7,375 +100	+1%	+$2.98K	0.02%	243
2016 Q1	$210K	Sell	7,275 -100	-1%	-$2.89K	0.01%	251
2015 Q4	$205K	Buy	+7,375	New	+$205K	0.01%	256