Dimension Capital 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
$335K Hold
5,400
0.05% 89
2025
Q1
$315K Hold
5,400
0.06% 86
2024
Q4
$336K Sell
5,400
-3,420
-39% -$213K 0.05% 84
2024
Q3
$550K Hold
8,820
0.1% 64
2024
Q2
$516K Hold
8,820
0.11% 64
2024
Q1
$536K Hold
8,820
0.11% 64
2023
Q4
$489K Sell
8,820
-1,275
-13% -$70.7K 0.1% 65
2023
Q3
$503K Buy
10,095
+45
+0.4% +$2.24K 0.12% 51
2023
Q2
$526K Hold
10,050
0.11% 54
2023
Q1
$503K Hold
10,050
0.12% 59
2022
Q4
$486K Hold
10,050
0.11% 60
2022
Q3
$441K Hold
10,050
0.11% 68
2022
Q2
$454K Hold
10,050
0.1% 67
2022
Q1
$539K Hold
10,050
0.1% 63
2021
Q4
$569K Hold
10,050
0.11% 64
2021
Q3
$529K Hold
10,050
0.11% 66
2021
Q2
$540K Hold
10,050
0.12% 64
2021
Q1
$523K Hold
10,050
0.12% 68
2020
Q4
$462K Hold
10,050
0.13% 61
2020
Q3
$372K Hold
10,050
0.12% 71
2020
Q2
$357K Hold
10,050
0.11% 75
2020
Q1
$289K Hold
10,050
0.11% 75
2019
Q4
$413K Hold
10,050
0.12% 77
2019
Q3
$388K Hold
10,050
0.13% 72
2019
Q2
$390K Hold
10,050
0.13% 74
2019
Q1
$381K Hold
10,050
0.16% 68
2018
Q4
$334K Hold
10,050
0.16% 65
2018
Q3
$405K Hold
10,050
0.19% 63
2018
Q2
$392K Sell
10,050
-1,150
-10% -$44.9K 0.22% 58
2018
Q1
$420K Hold
11,200
0.23% 60
2017
Q4
$425K Sell
11,200
-6,255
-36% -$237K 0.27% 57
2017
Q3
$625K Hold
17,455
0.2% 41
2017
Q2
$607K Buy
+17,455
New +$607K 0.2% 42