Diversified Portfolios Inc’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 | $2.53M | Buy |
40,849
+249
| +0.6% | +$15.4K | 0.24% | 59 |
|
2025
Q1 | $2.37M | Sell |
40,600
-350
| -0.9% | -$20.4K | 0.25% | 57 |
|
2024
Q4 | $2.55M | Sell |
40,950
-170
| -0.4% | -$10.6K | 0.28% | 56 |
|
2024
Q3 | $2.56M | Sell |
41,120
-4,255
| -9% | -$265K | 0.29% | 55 |
|
2024
Q2 | $2.66M | Sell |
45,375
-75
| -0.2% | -$4.39K | 0.35% | 47 |
|
2024
Q1 | $2.76M | Buy |
45,450
+1,755
| +4% | +$107K | 0.39% | 46 |
|
2023
Q4 | $2.42M | Buy |
43,695
+8,380
| +24% | +$465K | 0.38% | 43 |
|
2023
Q3 | $1.76M | Sell |
35,315
-145
| -0.4% | -$7.23K | 0.33% | 45 |
|
2023
Q2 | $1.85M | Buy |
35,460
+1,485
| +4% | +$77.7K | 0.37% | 43 |
|
2023
Q1 | $1.7M | Buy |
+33,975
| New | +$1.7M | 0.38% | 40 |
|