Dakota Wealth Management’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 | $3.87M | Sell |
62,426
-27,804
| -31% | -$1.72M | 0.08% | 187 |
|
|
2025
Q1 | $5.26M | Sell |
90,230
-213
| -0.2% | -$12.4K | 0.12% | 147 |
|
|
2024
Q4 | $5.64M | Buy |
90,443
+25
| +0% | +$1.56K | 0.13% | 143 |
|
|
2024
Q3 | $5.63M | Sell |
90,418
-631
| -0.7% | -$39.3K | 0.13% | 147 |
|
|
2024
Q2 | $5.33M | Sell |
91,049
-3,881
| -4% | -$227K | 0.13% | 150 |
|
|
2024
Q1 | $5.77M | Sell |
94,930
-45,420
| -32% | -$2.76M | 0.14% | 143 |
|
|
2023
Q4 | $7.78M | Buy |
140,350
+53,665
| +62% | +$2.97M | 0.3% | 88 |
|
|
2023
Q3 | $4.32M | Buy |
86,685
+64,135
| +284% | +$3.2M | 0.19% | 122 |
|
|
2023
Q2 | $1.18M | Buy |
22,550
+1,495
| +7% | +$78.2K | 0.06% | 233 |
|
|
2023
Q1 | $1.05M | Sell |
21,055
-1,585
| -7% | -$79.3K | 0.07% | 226 |
|
|
2022
Q4 | $1.1M | Buy |
22,640
+4,315
| +24% | +$209K | 0.08% | 210 |
|
|
2022
Q3 | $804K | Buy |
18,325
+2,145
| +13% | +$94.1K | 0.07% | 241 |
|
|
2022
Q2 | $732K | Buy |
16,180
+5,575
| +53% | +$252K | 0.07% | 224 |
|
|
2022
Q1 | $569K | Buy |
+10,605
| New | +$569K | 0.05% | 265 |
|
|
2018
Q4 | – | Sell |
-5,015
| Closed | -$202K | – | 287 |
|
|
2018
Q3 | $202K | Buy |
+5,015
| New | +$202K | 0.05% | 255 |
|