Collective Family Office’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 | $1.09M | Sell |
17,649
-16
| -0.1% | -$992 | 0.28% | 70 |
|
|
2025
Q1 | $1.03M | Sell |
17,665
-252
| -1% | -$14.7K | 0.28% | 70 |
|
|
2024
Q4 | $1.12M | Hold |
17,917
| – | – | 0.31% | 67 |
|
|
2024
Q3 | $1.12M | Sell |
17,917
-635
| -3% | -$39.6K | 0.3% | 68 |
|
|
2024
Q2 | $1.09M | Buy |
18,552
+687
| +4% | +$40.2K | 0.32% | 72 |
|
|
2024
Q1 | $1.09M | Buy |
17,865
+1,700
| +11% | +$103K | 0.35% | 67 |
|
|
2023
Q4 | $896K | Buy |
16,165
+130
| +0.8% | +$7.21K | 0.32% | 67 |
|
|
2023
Q3 | $800K | Buy |
16,035
+255
| +2% | +$12.7K | 0.31% | 69 |
|
|
2023
Q2 | $825K | Buy |
15,780
+325
| +2% | +$17K | 0.32% | 67 |
|
|
2023
Q1 | $773K | Buy |
15,455
+4,035
| +35% | +$202K | 0.32% | 71 |
|
|
2022
Q4 | $552K | Sell |
11,420
-6,620
| -37% | -$320K | 0.25% | 86 |
|
|
2022
Q3 | $791K | Buy |
18,040
+55
| +0.3% | +$2.41K | 0.39% | 66 |
|
|
2022
Q2 | $814K | Sell |
17,985
-2,325
| -11% | -$105K | 0.35% | 76 |
|
|
2022
Q1 | $1.09M | Hold |
20,310
| – | – | 0.42% | 63 |
|
|
2021
Q4 | $1.15M | Sell |
20,310
-1,380
| -6% | -$78.1K | 0.45% | 63 |
|
|
2021
Q3 | $1.14M | Hold |
21,690
| – | – | 0.49% | 55 |
|
|
2021
Q2 | $1.17M | Hold |
21,690
| – | – | 0.5% | 55 |
|
|
2021
Q1 | $1.13M | Sell |
21,690
-285
| -1% | -$14.8K | 0.55% | 50 |
|
|
2020
Q4 | $1.01M | Buy |
+21,975
| New | +$1.01M | 0.56% | 56 |
|