CCM
Crew Capital Management’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 | $1.38M | Sell |
22,206
-4,795
| -18% | -$297K | 0.99% | 25 |
|
|
2025
Q1 | $1.58M | Sell |
27,001
-40,880
| -60% | -$2.39M | 1.29% | 12 |
|
|
2024
Q4 | $4.23M | Buy |
67,881
+42,517
| +168% | +$2.65M | 3.5% | 4 |
|
|
2024
Q3 | $1.58M | Sell |
25,364
-94,464
| -79% | -$5.89M | 1.26% | 12 |
|
|
2024
Q2 | $7.01M | Buy |
119,828
+18,840
| +19% | +$1.1M | 5.61% | 2 |
|
|
2024
Q1 | $6.13M | Buy |
100,988
+96,890
| +2,364% | +$5.89M | 4.97% | 4 |
|
|
2023
Q4 | $1.14M | Sell |
4,098
-416
| -9% | -$115K | 1.16% | 18 |
|
|
2023
Q3 | $1.13M | Sell |
4,514
-3,579
| -44% | -$892K | 1.21% | 22 |
|
|
2023
Q2 | $2.12M | Sell |
8,093
-5,592
| -41% | -$1.46M | 2.41% | 11 |
|
|
2023
Q1 | $3.42M | Sell |
13,685
-871
| -6% | -$218K | 4.92% | 4 |
|
|
2022
Q4 | $3.52M | Buy |
14,556
+303
| +2% | +$73.3K | 5.05% | 4 |
|
|
2022
Q3 | $3.13M | Sell |
14,253
-38
| -0.3% | -$8.33K | 4.26% | 4 |
|
|
2022
Q2 | $3.23M | Buy |
14,291
+38
| +0.3% | +$8.6K | 4.06% | 4 |
|
|
2022
Q1 | $3.83M | Sell |
14,253
-1,357
| -9% | -$364K | 3.68% | 3 |
|
|
2021
Q4 | $4.42M | Sell |
15,610
-522
| -3% | -$148K | 3.74% | 4 |
|
|
2021
Q3 | $4.24M | Sell |
16,132
-10
| -0.1% | -$2.63K | 3.95% | 4 |
|
|
2021
Q2 | $4.34M | Buy |
16,142
+1,048
| +7% | +$282K | 4.05% | 4 |
|
|
2021
Q1 | $3.93M | Buy |
+15,094
| New | +$3.93M | 3.92% | 5 |
|