DDD Partners’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
$443K Buy
7,148
+2
+0% +$124 0.05% 85
2025
Q1
$417K Sell
7,146
-64
-0.9% -$3.74K 0.05% 77
2024
Q4
$449K Buy
7,210
+67
+0.9% +$4.18K 0.06% 73
2024
Q3
$445K Buy
7,143
+2
+0% +$125 0.05% 74
2024
Q2
$418K Buy
7,141
+2
+0% +$117 0.05% 75
2024
Q1
$434K Sell
7,139
-1
-0% -$61 0.05% 71
2023
Q4
$396K Sell
7,140
-635
-8% -$35.2K 0.05% 68
2023
Q3
$381K Hold
7,775
0.06% 70
2023
Q2
$407K Buy
7,775
+5
+0.1% +$261 0.06% 69
2023
Q1
$389K Hold
7,770
0.06% 62
2022
Q4
$376K Buy
7,770
+5
+0.1% +$242 0.06% 58
2022
Q3
$341K Hold
7,765
0.06% 65
2022
Q2
$351K Hold
7,765
0.06% 66
2022
Q1
$417K Buy
7,765
+5
+0.1% +$269 0.06% 62
2021
Q4
$439K Buy
+7,760
New +$439K 0.06% 66