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 |
|