Curi RMB Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Curi RMB Capital’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.6M	Buy	284,300 +58,171	+26%	+$3.61M	0.33%	78
2025 Q1	$13.2M	Sell	226,129 -110,515	-33%	-$6.45M	0.33%	95
2024 Q4	$21M	Sell	336,644 -38,580	-10%	-$2.4M	0.48%	50
2024 Q3	$23.4M	Buy	375,224 +4,118	+1%	+$257K	0.53%	49
2024 Q2	$21.7M	Sell	371,106 -8,840	-2%	-$517K	0.52%	52
2024 Q1	$23.1M	Buy	379,946 +341,426	+886%	+$20.7M	0.53%	57
2023 Q4	$2.14M	Buy	38,520 +5,205	+16%	+$289K	0.07%	228
2023 Q3	$1.66M	Buy	33,315 +40	+0.1%	+$2K	0.06%	238
2023 Q2	$1.74M	Buy	33,275 +285	+0.9%	+$14.9K	0.06%	239
2023 Q1	$1.65M	Hold	32,990	–	–	0.06%	235
2022 Q4	$1.6M	Sell	32,990 -1,275	-4%	-$61.7K	0.06%	235
2022 Q3	$1.5M	Sell	34,265 -20,200	-37%	-$886K	0.06%	248
2022 Q2	$2.46M	Sell	54,465 -570	-1%	-$25.8K	0.08%	198
2022 Q1	$2.95M	Buy	55,035 +1,010	+2%	+$54.2K	0.09%	165
2021 Q4	$3.06M	Hold	54,025	–	–	0.09%	169
2021 Q3	$2.84M	Buy	54,025 +1,630	+3%	+$85.7K	0.09%	172
2021 Q2	$2.82M	Sell	52,395 -30	-0.1%	-$1.61K	0.09%	175
2021 Q1	$2.73M	Hold	52,425	–	–	0.1%	163
2020 Q4	$2.41M	Sell	52,425 -1,175	-2%	-$54K	0.09%	192
2020 Q3	$1.99M	Buy	53,600 +2,155	+4%	+$79.9K	0.09%	195
2020 Q2	$1.83M	Hold	51,445	–	–	0.08%	212
2020 Q1	$1.48M	Sell	51,445 -4,110	-7%	-$118K	0.07%	224
2019 Q4	$2.29M	Sell	55,555 -8,185	-13%	-$337K	0.06%	242
2019 Q3	$2.46M	Hold	63,740	–	–	0.06%	244
2019 Q2	$2.48M	Sell	63,740 -1,810	-3%	-$70.3K	0.06%	252
2019 Q1	$2.48M	Buy	65,550 +7,345	+13%	+$278K	0.06%	272
2018 Q4	$1.93M	Buy	58,205 +840	+1%	+$27.9K	0.05%	320
2018 Q3	$2.31M	Buy	57,365 +15	+0%	+$604	0.06%	324
2018 Q2	$2.23M	Buy	57,350 +1,380	+2%	+$53.8K	0.05%	329
2018 Q1	$2.1M	Sell	55,970 -30	-0.1%	-$1.13K	0.05%	349
2017 Q4	$2.13M	Buy	56,000 +37,055	+196%	+$1.41M	0.06%	342
2017 Q3	$678K	Hold	18,945	–	–	0.02%	447
2017 Q2	$659K	Buy	+18,945	New	+$659K	0.02%	471