Edgemoor 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 | $1.14M | Buy |
18,354
+116
| +0.6% | +$7.19K | 0.1% | 90 |
|
|
2025
Q1 | $1.06M | Sell |
18,238
-1,125
| -6% | -$65.6K | 0.1% | 92 |
|
|
2024
Q4 | $1.21M | Hold |
19,363
| – | – | 0.11% | 89 |
|
|
2024
Q3 | $1.21M | Buy |
19,363
+1,913
| +11% | +$119K | 0.1% | 89 |
|
|
2024
Q2 | $1.02M | Sell |
17,450
-125
| -0.7% | -$7.32K | 0.1% | 89 |
|
|
2024
Q1 | $1.07M | Hold |
17,575
| – | – | 0.1% | 87 |
|
|
2023
Q4 | $974K | Hold |
17,575
| – | – | 0.1% | 87 |
|
|
2023
Q3 | $876K | Buy |
17,575
+4,125
| +31% | +$206K | 0.1% | 89 |
|
|
2023
Q2 | $703K | Hold |
13,450
| – | – | 0.08% | 97 |
|
|
2023
Q1 | $673K | Hold |
13,450
| – | – | 0.08% | 96 |
|
|
2022
Q4 | $651K | Hold |
13,450
| – | – | 0.08% | 102 |
|
|
2022
Q3 | $590K | Hold |
13,450
| – | – | 0.08% | 95 |
|
|
2022
Q2 | $609K | Buy |
13,450
+500
| +4% | +$22.6K | 0.08% | 100 |
|
|
2022
Q1 | $695K | Hold |
12,950
| – | – | 0.07% | 102 |
|
|
2021
Q4 | $733K | Buy |
+12,950
| New | +$733K | 0.08% | 92 |
|