Dumont & Blake Investment Advisors’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 | $295K | Hold |
4,764
| – | – | 0.08% | 162 |
|
|
2025
Q1 | $278K | Buy |
4,764
+1
| +0% | +$58 | 0.08% | 164 |
|
|
2024
Q4 | $297K | Buy |
4,763
+1
| +0% | +$62 | 0.08% | 166 |
|
|
2024
Q3 | $297K | Sell |
4,762
-4,810
| -50% | -$300K | 0.08% | 169 |
|
|
2024
Q2 | $560K | Buy |
9,572
+4,787
| +100% | +$280K | 0.08% | 166 |
|
|
2024
Q1 | $291K | Hold |
4,785
| – | – | 0.08% | 167 |
|
|
2023
Q4 | $265K | Hold |
4,785
| – | – | 0.08% | 166 |
|
|
2023
Q3 | $239K | Sell |
4,785
-150
| -3% | -$7.49K | 0.08% | 164 |
|
|
2023
Q2 | $258K | Buy |
4,935
+5
| +0.1% | +$261 | 0.08% | 164 |
|
|
2023
Q1 | $247K | Hold |
4,930
| – | – | 0.08% | 169 |
|
|
2022
Q4 | $239K | Hold |
4,930
| – | – | 0.08% | 171 |
|
|
2022
Q3 | $216K | Hold |
4,930
| – | – | 0.08% | 167 |
|
|
2022
Q2 | $223K | Hold |
4,930
| – | – | 0.07% | 181 |
|
|
2022
Q1 | $264K | Buy |
4,930
+5
| +0.1% | +$268 | 0.07% | 190 |
|
|
2021
Q4 | $279K | Hold |
4,925
| – | – | 0.07% | 171 |
|
|
2021
Q3 | $259K | Sell |
4,925
-245
| -5% | -$12.9K | 0.07% | 174 |
|
|
2021
Q2 | $278K | Hold |
5,170
| – | – | 0.08% | 170 |
|
|
2021
Q1 | $269K | Hold |
5,170
| – | – | 0.08% | 168 |
|
|
2020
Q4 | $238K | Buy |
+5,170
| New | +$238K | 0.08% | 171 |
|