Cooper Financial Group’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 | $1.55M | Sell |
25,029
-4,325
| -15% | -$268K | 0.18% | 98 |
|
|
2025
Q1 | $1.71M | Buy |
29,354
+2,208
| +8% | +$129K | 0.23% | 93 |
|
|
2024
Q4 | $1.69M | Sell |
27,146
-983
| -3% | -$61.3K | 0.2% | 92 |
|
|
2024
Q3 | $1.75M | Sell |
28,129
-1,160
| -4% | -$72.3K | 0.23% | 76 |
|
|
2024
Q2 | $1.71M | Buy |
29,289
+1,481
| +5% | +$86.7K | 0.25% | 74 |
|
|
2024
Q1 | $1.69M | Buy |
27,808
+1,238
| +5% | +$75.2K | 0.28% | 71 |
|
|
2023
Q4 | $1.47M | Sell |
26,570
-7,125
| -21% | -$395K | 0.27% | 70 |
|
|
2023
Q3 | $1.68M | Buy |
33,695
+3,545
| +12% | +$177K | 0.4% | 53 |
|
|
2023
Q2 | $1.58M | Sell |
30,150
-1,435
| -5% | -$75K | 0.39% | 59 |
|
|
2023
Q1 | $1.58M | Buy |
31,585
+920
| +3% | +$46K | 0.43% | 54 |
|
|
2022
Q4 | $1.48M | Sell |
30,665
-11,050
| -26% | -$535K | 0.45% | 53 |
|
|
2022
Q3 | $1.83M | Sell |
41,715
-3,290
| -7% | -$144K | 0.66% | 33 |
|
|
2022
Q2 | $2.04M | Buy |
45,005
+55
| +0.1% | +$2.49K | 0.74% | 30 |
|
|
2022
Q1 | $2.41M | Sell |
44,950
-5,605
| -11% | -$301K | 0.92% | 21 |
|
|
2021
Q4 | $2.86M | Buy |
50,555
+13,780
| +37% | +$780K | 1.08% | 18 |
|
|
2021
Q3 | $1.94M | Buy |
36,775
+30,840
| +520% | +$1.62M | 0.4% | 41 |
|
|
2021
Q2 | $319K | Buy |
5,935
+290
| +5% | +$15.6K | 0.06% | 178 |
|
|
2021
Q1 | $294K | Sell |
5,645
-2,040
| -27% | -$106K | 0.07% | 183 |
|
|
2020
Q4 | $353K | Sell |
7,685
-7,185
| -48% | -$330K | 0.07% | 192 |
|
|
2020
Q3 | $551K | Sell |
14,870
-6,560
| -31% | -$243K | 0.16% | 94 |
|
|
2020
Q2 | $762K | Buy |
21,430
+4,570
| +27% | +$162K | 0.25% | 60 |
|
|
2020
Q1 | $485K | Buy |
16,860
+8,185
| +94% | +$235K | 0.2% | 70 |
|
|
2019
Q4 | $357K | Buy |
8,675
+160
| +2% | +$6.58K | 0.14% | 92 |
|
|
2019
Q3 | $329K | Buy |
8,515
+10
| +0.1% | +$386 | 0.15% | 90 |
|
|
2019
Q2 | $330K | Buy |
8,505
+65
| +0.8% | +$2.52K | 0.16% | 85 |
|
|
2019
Q1 | $320K | Sell |
8,440
-5,140
| -38% | -$195K | 0.18% | 73 |
|
|
2018
Q4 | $451K | Buy |
+13,580
| New | +$451K | 0.31% | 53 |
|