Corient Private Wealth’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 | $633M | Sell |
2,676,479
-2,242,806
| -46% | -$530M | 0.67% | 25 |
|
|
2025
Q1 | $287M | Buy |
4,919,285
+2,512,004
| +104% | +$147M | 0.47% | 41 |
|
|
2024
Q4 | $148M | Sell |
2,407,281
-726,229
| -23% | -$44.6M | 0.25% | 94 |
|
|
2024
Q3 | $195M | Buy |
3,133,510
+1,014,358
| +48% | +$63.2M | 0.3% | 67 |
|
|
2024
Q2 | $124M | Buy |
2,119,152
+77,043
| +4% | +$4.51M | 0.22% | 106 |
|
|
2024
Q1 | $124M | Buy |
2,042,109
+1,613,163
| +376% | +$98M | 0.22% | 105 |
|
|
2023
Q4 | $119M | Buy |
428,946
+33,859
| +9% | +$9.38M | 0.22% | 104 |
|
|
2023
Q3 | $98.5M | Buy |
395,087
+32,063
| +9% | +$7.99M | 0.23% | 106 |
|
|
2023
Q2 | $94.9M | Buy |
363,024
+27,924
| +8% | +$7.3M | 0.22% | 109 |
|
|
2023
Q1 | $83.8M | Buy |
335,100
+44,593
| +15% | +$11.2M | 0.23% | 111 |
|
|
2022
Q4 | $70.3M | Buy |
+290,507
| New | +$70.3M | 0.26% | 101 |
|