Drake & Associates’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 | $23.2M | Buy |
374,190
+20,115
| +6% | +$1.25M | 5.68% | 8 |
|
|
2025
Q1 | $20.7M | Buy |
354,075
+11,561
| +3% | +$675K | 5.81% | 7 |
|
|
2024
Q4 | $21.9M | Buy |
342,514
+15,703
| +5% | +$1.01M | 6.24% | 7 |
|
|
2024
Q3 | $20.4M | Buy |
326,811
+12,387
| +4% | +$772K | 6.58% | 7 |
|
|
2024
Q2 | $18.4M | Buy |
314,424
+6,579
| +2% | +$385K | 6.59% | 7 |
|
|
2024
Q1 | $18.7M | Buy |
307,845
+20,565
| +7% | +$1.25M | 6.84% | 7 |
|
|
2023
Q4 | $15.9M | Buy |
287,280
+13,705
| +5% | +$760K | 6.52% | 7 |
|
|
2023
Q3 | $13.6M | Buy |
273,575
+4,840
| +2% | +$241K | 6.18% | 7 |
|
|
2023
Q2 | $14.1M | Buy |
268,735
+5,920
| +2% | +$310K | 6.28% | 6 |
|
|
2023
Q1 | $13.1M | Buy |
262,815
+8,445
| +3% | +$423K | 6.41% | 6 |
|
|
2022
Q4 | $12.3M | Sell |
254,370
-1,305
| -0.5% | -$63.1K | 6.51% | 5 |
|
|
2022
Q3 | $11.2M | Buy |
255,675
+12,205
| +5% | +$535K | 6.38% | 6 |
|
|
2022
Q2 | $11M | Buy |
+243,470
| New | +$11M | 6.23% | 6 |
|