Csenge Advisory 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 | $851K | Buy |
14,174
+395
| +3% | +$23.7K | 0.04% | 296 |
|
2025
Q1 | $756K | Buy |
13,779
+716
| +5% | +$39.3K | 0.04% | 303 |
|
2024
Q4 | $814K | Sell |
13,063
-3,192
| -20% | -$199K | 0.04% | 310 |
|
2024
Q3 | $1.02M | Sell |
16,255
-576
| -3% | -$36.3K | 0.05% | 268 |
|
2024
Q2 | $985K | Sell |
16,831
-37,710
| -69% | -$2.21M | 0.06% | 254 |
|
2024
Q1 | $3.31M | Buy |
54,541
+4,286
| +9% | +$260K | 0.19% | 105 |
|
2023
Q4 | $2.79M | Sell |
50,255
-730
| -1% | -$40.5K | 0.17% | 106 |
|
2023
Q3 | $2.54M | Buy |
50,985
+18,585
| +57% | +$927K | 0.17% | 107 |
|
2023
Q2 | $1.69M | Buy |
32,400
+8,325
| +35% | +$435K | 0.11% | 149 |
|
2023
Q1 | $1.2M | Buy |
24,075
+4,860
| +25% | +$243K | 0.09% | 177 |
|
2022
Q4 | $930K | Buy |
19,215
+1,815
| +10% | +$87.8K | 0.07% | 226 |
|
2022
Q3 | $763K | Sell |
17,400
-17,715
| -50% | -$777K | 0.06% | 250 |
|
2022
Q2 | $1.59M | Buy |
35,115
+420
| +1% | +$19K | 0.13% | 148 |
|
2022
Q1 | $1.86M | Buy |
34,695
+6,705
| +24% | +$360K | 0.15% | 129 |
|
2021
Q4 | $1.52M | Sell |
27,990
-2,180
| -7% | -$118K | 0.14% | 127 |
|
2021
Q3 | $1.61M | Buy |
30,170
+2,180
| +8% | +$117K | 0.14% | 132 |
|
2021
Q2 | $1.52M | Sell |
27,990
-8,195
| -23% | -$444K | 0.13% | 127 |
|
2021
Q1 | $1.93M | Buy |
36,185
+20,560
| +132% | +$1.09M | 0.2% | 89 |
|
2020
Q4 | $718K | Sell |
15,625
-315
| -2% | -$14.5K | 0.09% | 175 |
|
2020
Q3 | $615K | Sell |
15,940
-12,270
| -43% | -$473K | 0.08% | 185 |
|
2020
Q2 | $1M | Buy |
28,210
+18,220
| +182% | +$648K | 0.14% | 117 |
|
2020
Q1 | $287K | Buy |
9,990
+725
| +8% | +$20.8K | 0.08% | 221 |
|
2019
Q4 | $381K | Sell |
9,265
-1,955
| -17% | -$80.4K | 0.1% | 192 |
|
2019
Q3 | $433K | Buy |
+11,220
| New | +$433K | 0.12% | 162 |
|
2019
Q2 | – | Sell |
-10,955
| Closed | -$414K | – | 207 |
|
2019
Q1 | $414K | Sell |
10,955
-285
| -3% | -$10.8K | 0.14% | 112 |
|
2018
Q4 | $373K | Buy |
11,240
+4,190
| +59% | +$139K | 0.14% | 111 |
|
2018
Q3 | $259K | Sell |
7,050
-6,325
| -47% | -$232K | 0.1% | 129 |
|
2018
Q2 | $521K | Buy |
13,375
+4,475
| +50% | +$174K | 0.19% | 114 |
|
2018
Q1 | $334K | Buy |
8,900
+855
| +11% | +$32.1K | 0.12% | 179 |
|
2017
Q4 | $305K | Sell |
8,045
-570
| -7% | -$21.6K | 0.11% | 170 |
|
2017
Q3 | $308K | Buy |
+8,615
| New | +$308K | 0.12% | 163 |
|