Demars Financial Group’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 | $887K | Sell |
14,306
-854,019
| -98% | -$53M | 0.34% | 27 |
|
|
2025
Q1 | $14.9M | Sell |
868,325
-90,875
| -9% | -$1.56M | 0.43% | 27 |
|
|
2024
Q4 | $15.4M | Buy |
959,200
+942,746
| +5,730% | +$15.1M | 0.5% | 28 |
|
|
2024
Q3 | $1.03M | Sell |
16,454
-746
| -4% | -$46.5K | 0.47% | 18 |
|
|
2024
Q2 | $1.01M | Buy |
17,200
+160
| +0.9% | +$9.36K | 0.48% | 17 |
|
|
2024
Q1 | $1.04M | Sell |
17,040
-590
| -3% | -$35.8K | 0.51% | 18 |
|
|
2023
Q4 | $977K | Sell |
17,630
-215
| -1% | -$11.9K | 0.52% | 19 |
|
|
2023
Q3 | $890K | Sell |
17,845
-630
| -3% | -$31.4K | 0.51% | 34 |
|
|
2023
Q2 | $966K | Hold |
18,475
| – | – | 0.54% | 36 |
|
|
2023
Q1 | $924K | Sell |
18,475
-1,935
| -9% | -$96.8K | 0.51% | 36 |
|
|
2022
Q4 | $987K | Sell |
20,410
-2,245
| -10% | -$109K | 0.54% | 36 |
|
|
2022
Q3 | $993K | Sell |
22,655
-3,005
| -12% | -$132K | 0.59% | 39 |
|
|
2022
Q2 | $1.16M | Sell |
25,660
-2,080
| -7% | -$94.1K | 0.66% | 38 |
|
|
2022
Q1 | $1.49M | Sell |
27,740
-10
| -0% | -$537 | 0.75% | 34 |
|
|
2021
Q4 | $1.57M | Sell |
27,750
-1,230
| -4% | -$69.6K | 0.83% | 36 |
|
|
2021
Q3 | $1.53M | Sell |
28,980
-800
| -3% | -$42.1K | 0.9% | 34 |
|
|
2021
Q2 | $1.6M | Buy |
29,780
+50
| +0.2% | +$2.69K | 0.96% | 30 |
|
|
2021
Q1 | $1.55M | Buy |
29,730
+30
| +0.1% | +$1.56K | 1.04% | 29 |
|
|
2020
Q4 | $1.37M | Sell |
29,700
-5,245
| -15% | -$241K | 0.97% | 29 |
|
|
2020
Q3 | $1.3M | Sell |
34,945
-215
| -0.6% | -$7.97K | 0.99% | 30 |
|
|
2020
Q2 | $1.25M | Sell |
35,160
-2,475
| -7% | -$88.1K | 1.04% | 30 |
|
|
2020
Q1 | $1.08M | Sell |
37,635
-1,485
| -4% | -$42.7K | 1.13% | 26 |
|
|
2019
Q4 | $1.61M | Buy |
+39,120
| New | +$1.61M | 1.45% | 28 |
|