Disciplined Investments’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 | $1.26M | Sell |
20,350
-805
| -4% | -$49.9K | 0.53% | 49 |
|
|
2025
Q1 | $1.23M | Sell |
21,155
-138
| -0.6% | -$8.05K | 0.57% | 49 |
|
|
2024
Q4 | $1.33M | Buy |
21,293
+181
| +0.9% | +$11.3K | 0.65% | 46 |
|
|
2024
Q3 | $1.32M | Buy |
21,112
+768
| +4% | +$47.9K | 0.65% | 48 |
|
|
2024
Q2 | $1.19M | Sell |
20,344
-490
| -2% | -$28.7K | 0.63% | 47 |
|
|
2024
Q1 | $1.27M | Sell |
20,834
-651
| -3% | -$39.5K | 0.69% | 43 |
|
|
2023
Q4 | $1.19M | Hold |
21,485
| – | – | 0.7% | 46 |
|
|
2023
Q3 | $1.07M | Buy |
21,485
+80
| +0.4% | +$3.99K | 0.65% | 49 |
|
|
2023
Q2 | $1.12M | Sell |
21,405
-2,990
| -12% | -$156K | 0.6% | 49 |
|
|
2023
Q1 | $1.22M | Sell |
24,395
-1,170
| -5% | -$58.5K | 0.51% | 55 |
|
|
2022
Q4 | $1.24M | Sell |
25,565
-40
| -0.2% | -$1.94K | 0.6% | 46 |
|
|
2022
Q3 | $1.12M | Buy |
25,605
+195
| +0.8% | +$8.55K | 0.52% | 50 |
|
|
2022
Q2 | $1.15M | Sell |
25,410
-620
| -2% | -$28.1K | 0.52% | 52 |
|
|
2022
Q1 | $1.4M | Buy |
26,030
+3,640
| +16% | +$195K | 0.58% | 46 |
|
|
2021
Q4 | $1.27M | Sell |
22,390
-20
| -0.1% | -$1.13K | 0.56% | 48 |
|
|
2021
Q3 | $1.18M | Sell |
22,410
-455
| -2% | -$23.9K | 0.57% | 47 |
|
|
2021
Q2 | $1.23M | Buy |
22,865
+1,665
| +8% | +$89.5K | 0.63% | 45 |
|
|
2021
Q1 | $1.1M | Sell |
21,200
-4,350
| -17% | -$227K | 0.65% | 45 |
|
|
2020
Q4 | $1.18M | Sell |
25,550
-465
| -2% | -$21.4K | 0.78% | 39 |
|
|
2020
Q3 | $964K | Sell |
26,015
-3,245
| -11% | -$120K | 0.71% | 41 |
|
|
2020
Q2 | $1.04M | Sell |
29,260
-685
| -2% | -$24.4K | 0.81% | 37 |
|
|
2020
Q1 | $862K | Buy |
29,945
+1,435
| +5% | +$41.3K | 0.82% | 39 |
|
|
2019
Q4 | $1.17M | Buy |
+28,510
| New | +$1.17M | 0.99% | 26 |
|