Dana Investment Advisors’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
$1.33M Sell
21,453
-395
-2% -$24.5K 0.04% 349
2025
Q1
$1.27M Sell
21,848
-200
-0.9% -$11.7K 0.05% 344
2024
Q4
$1.37M Buy
22,048
+36
+0.2% +$2.24K 0.05% 349
2024
Q3
$1.37M Buy
22,012
+152
+0.7% +$9.47K 0.05% 348
2024
Q2
$1.28M Hold
21,860
0.04% 351
2024
Q1
$1.33M Hold
21,860
0.04% 344
2023
Q4
$1.21M Buy
21,860
+5,895
+37% +$327K 0.06% 227
2023
Q3
$796K Hold
15,965
0.04% 260
2023
Q2
$835K Sell
15,965
-2,470
-13% -$129K 0.04% 255
2023
Q1
$922K Hold
18,435
0.05% 244
2022
Q4
$892K Sell
18,435
-570
-3% -$27.6K 0.05% 247
2022
Q3
$833K Buy
19,005
+2,145
+13% +$94K 0.05% 240
2022
Q2
$763K Buy
16,860
+85
+0.5% +$3.85K 0.04% 259
2022
Q1
$900K Hold
16,775
0.04% 226
2021
Q4
$950K Hold
16,775
0.04% 219
2021
Q3
$883K Hold
16,775
0.04% 208
2021
Q2
$902K Buy
16,775
+1,600
+11% +$86K 0.04% 213
2021
Q1
$790K Buy
+15,175
New +$790K 0.04% 225
2019
Q3
Sell
-5,300
Closed -$206K 271
2019
Q2
$206K Hold
5,300
0.01% 276
2019
Q1
$201K Buy
+5,300
New +$201K 0.01% 271
2018
Q4
Sell
-5,300
Closed -$213K 284
2018
Q3
$213K Sell
5,300
-3,925
-43% -$158K 0.01% 261
2018
Q2
$359K Hold
9,225
0.02% 240
2018
Q1
$346K Hold
9,225
0.02% 237
2017
Q4
$350K Sell
9,225
-740
-7% -$28.1K 0.02% 241
2017
Q3
$357K Hold
9,965
0.02% 232
2017
Q2
$347K Hold
9,965
0.02% 241
2017
Q1
$341K Buy
9,965
+1,925
+24% +$65.9K 0.02% 247
2016
Q4
$266K Buy
+8,040
New +$266K 0.01% 261
2014
Q3
Sell
-19,375
Closed -$554K 267
2014
Q2
$554K Buy
19,375
+375
+2% +$10.7K 0.03% 215
2014
Q1
$522K Hold
19,000
0.03% 221
2013
Q4
$508K Buy
19,000
+970
+5% +$25.9K 0.03% 226
2013
Q3
$448K Hold
18,030
0.03% 225
2013
Q2
$416K Buy
+18,030
New +$416K 0.03% 227