Creative Financial Designs’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 | $6.39M | Buy |
102,976
+4,336
| +4% | +$269K | 0.46% | 48 |
|
|
2025
Q1 | $5.76M | Sell |
98,640
-450
| -0.5% | -$26.3K | 0.46% | 46 |
|
|
2024
Q4 | $6.17M | Buy |
99,090
+672
| +0.7% | +$41.9K | 0.5% | 44 |
|
|
2024
Q3 | $6.13M | Buy |
98,418
+1,064
| +1% | +$66.3K | 0.52% | 42 |
|
|
2024
Q2 | $5.7M | Buy |
97,354
+8,045
| +9% | +$471K | 0.51% | 50 |
|
|
2024
Q1 | $5.42M | Buy |
89,309
+12,474
| +16% | +$758K | 0.51% | 47 |
|
|
2023
Q4 | $4.26M | Sell |
76,835
-2,620
| -3% | -$145K | 0.43% | 53 |
|
|
2023
Q3 | $3.96M | Buy |
79,455
+3,150
| +4% | +$157K | 0.46% | 50 |
|
|
2023
Q2 | $3.99M | Buy |
76,305
+6,640
| +10% | +$347K | 0.47% | 47 |
|
|
2023
Q1 | $3.49M | Buy |
69,665
+5,845
| +9% | +$292K | 0.46% | 53 |
|
|
2022
Q4 | $3.09M | Buy |
63,820
+4,715
| +8% | +$228K | 0.46% | 51 |
|
|
2022
Q3 | $2.59M | Buy |
59,105
+5,825
| +11% | +$255K | 0.42% | 47 |
|
|
2022
Q2 | $2.41M | Buy |
53,280
+3,025
| +6% | +$137K | 0.4% | 58 |
|
|
2022
Q1 | $2.7M | Buy |
50,255
+2,845
| +6% | +$153K | 0.41% | 55 |
|
|
2021
Q4 | $2.68M | Buy |
47,410
+2,895
| +7% | +$164K | 0.4% | 56 |
|
|
2021
Q3 | $2.34M | Buy |
44,515
+2,375
| +6% | +$125K | 0.39% | 60 |
|
|
2021
Q2 | $2.27M | Buy |
42,140
+13,725
| +48% | +$738K | 0.39% | 57 |
|
|
2021
Q1 | $1.48M | Sell |
28,415
-1,135
| -4% | -$59.1K | 0.29% | 76 |
|
|
2020
Q4 | $1.36M | Sell |
29,550
-18,325
| -38% | -$842K | 0.29% | 70 |
|
|
2020
Q3 | $1.77M | Sell |
47,875
-2,150
| -4% | -$79.7K | 0.44% | 50 |
|
|
2020
Q2 | $1.78M | Buy |
50,025
+3,360
| +7% | +$119K | 0.54% | 34 |
|
|
2020
Q1 | $1.34M | Sell |
46,665
-137,305
| -75% | -$3.95M | 0.69% | 30 |
|
|
2019
Q4 | $7.58M | Sell |
183,970
-15,010
| -8% | -$619K | 3.39% | 2 |
|
|
2019
Q3 | $7.45M | Buy |
198,980
+12,435
| +7% | +$465K | 4.01% | 1 |
|
|
2019
Q2 | $7.25M | Buy |
186,545
+2,400
| +1% | +$93.3K | 3.93% | 2 |
|
|
2019
Q1 | $6.98M | Sell |
184,145
-96,420
| -34% | -$3.65M | 4.18% | 3 |
|
|
2018
Q4 | $9.32M | Buy |
280,565
+15,710
| +6% | +$522K | 6.76% | 1 |
|
|
2018
Q3 | $10.7M | Buy |
264,855
+19,940
| +8% | +$803K | 6.13% | 2 |
|
|
2018
Q2 | $9.54M | Buy |
244,915
+33,505
| +16% | +$1.31M | 5.6% | 2 |
|
|
2018
Q1 | $7.93M | Buy |
211,410
+31,640
| +18% | +$1.19M | 5.08% | 2 |
|
|
2017
Q4 | $6.82M | Sell |
179,770
-41,225
| -19% | -$1.56M | 4.63% | 2 |
|
|
2017
Q3 | $7.91M | Buy |
220,995
+67,630
| +44% | +$2.42M | 4.54% | 2 |
|
|
2017
Q2 | $5.34M | Buy |
153,365
+63,615
| +71% | +$2.21M | 3.41% | 2 |
|
|
2017
Q1 | $3.07M | Buy |
89,750
+79,230
| +753% | +$2.71M | 2.21% | 6 |
|
|
2016
Q4 | $348K | Buy |
+10,520
| New | +$348K | 0.28% | 80 |
|