Coyle Financial Counsel’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 | $13.5M | Buy |
217,207
+18,614
| +9% | +$1.15M | 3.61% | 9 |
|
|
2025
Q1 | $11.6M | Buy |
198,593
+24,859
| +14% | +$1.45M | 3.54% | 9 |
|
|
2024
Q4 | $10.8M | Buy |
173,734
+34,859
| +25% | +$2.17M | 3.43% | 10 |
|
|
2024
Q3 | $8.13M | Buy |
138,875
+2,526
| +2% | +$148K | 2.84% | 11 |
|
|
2024
Q2 | $8.28M | Hold |
136,349
| – | – | 2.96% | 11 |
|
|
2024
Q1 | $8.28M | Buy |
136,349
+1,944
| +1% | +$118K | 2.96% | 11 |
|
|
2023
Q4 | $7.45M | Buy |
134,405
+115
| +0.1% | +$6.37K | 2.86% | 11 |
|
|
2023
Q3 | $6.7M | Buy |
134,290
+1,465
| +1% | +$73.1K | 2.8% | 11 |
|
|
2023
Q2 | $6.95M | Buy |
132,825
+995
| +0.8% | +$52K | 3.12% | 9 |
|
|
2023
Q1 | $6.6M | Buy |
131,830
+250
| +0.2% | +$12.5K | 3.03% | 9 |
|
|
2022
Q4 | $6.37M | Sell |
131,580
-6,880
| -5% | -$333K | 3.06% | 9 |
|
|
2022
Q3 | $6.07M | Sell |
138,460
-1,235
| -0.9% | -$54.2K | 4.04% | 8 |
|
|
2022
Q2 | $6.32M | Buy |
139,695
+3,210
| +2% | +$145K | 3.45% | 9 |
|
|
2022
Q1 | $7.33M | Buy |
136,485
+8,415
| +7% | +$452K | 3.91% | 8 |
|
|
2021
Q4 | $7.25M | Sell |
128,070
-110
| -0.1% | -$6.23K | 4.26% | 6 |
|
|
2021
Q3 | $6.74M | Buy |
128,180
+1,025
| +0.8% | +$53.9K | 3.94% | 8 |
|
|
2021
Q2 | $6.83M | Buy |
127,155
+9,340
| +8% | +$502K | 4.1% | 8 |
|
|
2021
Q1 | $6.13M | Buy |
117,815
+3,805
| +3% | +$198K | 4.25% | 5 |
|
|
2020
Q4 | $5.24M | Buy |
114,010
+1,785
| +2% | +$82.1K | 3.85% | 7 |
|
|
2020
Q3 | $4.16M | Buy |
112,225
+660
| +0.6% | +$24.5K | 3.48% | 8 |
|
|
2020
Q2 | $3.97M | Buy |
111,565
+160
| +0.1% | +$5.69K | 3.67% | 8 |
|
|
2020
Q1 | $3.21M | Buy |
111,405
+3,515
| +3% | +$101K | 4.01% | 8 |
|
|
2019
Q4 | $4.44M | Sell |
107,890
-435
| -0.4% | -$17.9K | 4.13% | 7 |
|
|
2019
Q3 | $4.19M | Sell |
108,325
-22,815
| -17% | -$882K | 4.25% | 6 |
|
|
2019
Q2 | $5.1M | Buy |
131,140
+2,665
| +2% | +$104K | 4.55% | 7 |
|
|
2019
Q1 | $4.87M | Sell |
128,475
-50
| -0% | -$1.89K | 4.7% | 7 |
|
|
2018
Q4 | $4.27M | Buy |
128,525
+1,925
| +2% | +$63.9K | 4.51% | 7 |
|
|
2018
Q3 | $5.1M | Sell |
126,600
-4,425
| -3% | -$178K | 5.67% | 5 |
|
|
2018
Q2 | $5.1M | Buy |
+131,025
| New | +$5.1M | 4.78% | 5 |
|
|
2018
Q1 | – | Sell |
-125,035
| Closed | -$4.75M | – | 79 |
|
|
2017
Q4 | $4.75M | Buy |
+125,035
| New | +$4.75M | 5.44% | 5 |
|
|
2017
Q2 | $3.57M | Buy |
+102,705
| New | +$3.57M | 4.78% | 5 |
|