EWM
Empirical Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
26,857
-4,788
| -15% | -$297K | 0.04% | 252 |
|
|
2025
Q1 | $1.85M | Buy |
31,645
+11,601
| +58% | +$677K | 0.05% | 219 |
|
|
2024
Q4 | $1.25M | Buy |
20,044
+5,930
| +42% | +$369K | 0.03% | 255 |
|
|
2024
Q3 | $880K | Buy |
14,114
+880
| +7% | +$54.8K | 0.02% | 285 |
|
|
2024
Q2 | $774K | Sell |
13,234
-1,750
| -12% | -$102K | 0.02% | 283 |
|
|
2024
Q1 | $910K | Buy |
14,984
+11,824
| +374% | +$718K | 0.03% | 263 |
|
|
2023
Q4 | $876K | Sell |
3,160
-136
| -4% | -$37.7K | 0.03% | 251 |
|
|
2023
Q3 | $822K | Sell |
3,296
-53
| -2% | -$13.2K | 0.03% | 244 |
|
|
2023
Q2 | $876K | Sell |
3,349
-326
| -9% | -$85.2K | 0.04% | 241 |
|
|
2023
Q1 | $919K | Buy |
3,675
+236
| +7% | +$59K | 0.04% | 228 |
|
|
2022
Q4 | $832K | Sell |
3,439
-10
| -0.3% | -$2.42K | 0.04% | 233 |
|
|
2022
Q3 | $756K | Sell |
3,449
-100
| -3% | -$21.9K | 0.04% | 227 |
|
|
2022
Q2 | $803K | Sell |
3,549
-210
| -6% | -$47.5K | 0.04% | 232 |
|
|
2022
Q1 | $1.01M | Sell |
3,759
-483
| -11% | -$130K | 0.05% | 211 |
|
|
2021
Q4 | $1.2M | Buy |
4,242
+671
| +19% | +$190K | 0.06% | 184 |
|
|
2021
Q3 | $939K | Buy |
3,571
+1,430
| +67% | +$376K | 0.05% | 204 |
|
|
2021
Q2 | $575K | Buy |
2,141
+469
| +28% | +$126K | 0.03% | 274 |
|
|
2021
Q1 | $435K | Sell |
1,672
-122
| -7% | -$31.7K | 0.03% | 270 |
|
|
2020
Q4 | $412K | Buy |
1,794
+375
| +26% | +$86.1K | 0.03% | 270 |
|
|
2020
Q3 | $263K | Buy |
+1,419
| New | +$263K | 0.02% | 293 |
|
|
2020
Q2 | – | Sell |
-1,652
| Closed | -$238K | – | 336 |
|
|
2020
Q1 | $238K | Buy |
1,652
+182
| +12% | +$26.2K | 0.03% | 270 |
|
|
2019
Q4 | $303K | Buy |
1,470
+31
| +2% | +$6.39K | 0.03% | 254 |
|
|
2019
Q3 | $278K | Buy |
1,439
+60
| +4% | +$11.6K | 0.03% | 237 |
|
|
2019
Q2 | $268K | Sell |
1,379
-8
| -0.6% | -$1.56K | 0.03% | 214 |
|
|
2019
Q1 | $263K | Buy |
1,387
+146
| +12% | +$27.7K | 0.04% | 195 |
|
|
2018
Q4 | $206K | Hold |
1,241
| – | – | 0.04% | 188 |
|
|
2018
Q3 | $250K | Hold |
1,241
| – | – | 0.04% | 182 |
|
|
2018
Q2 | $242K | Hold |
1,241
| – | – | 0.05% | 167 |
|
|
2018
Q1 | $233K | Sell |
1,241
-210
| -14% | -$39.4K | 0.05% | 153 |
|
|
2017
Q4 | $275K | Buy |
1,451
+295
| +26% | +$55.9K | 0.06% | 121 |
|
|
2017
Q3 | $207K | Sell |
1,156
-23
| -2% | -$4.12K | 0.05% | 134 |
|
|
2017
Q2 | $205K | Sell |
1,179
-50
| -4% | -$8.69K | 0.05% | 127 |
|
|
2017
Q1 | $211K | Sell |
1,229
-768
| -38% | -$132K | 0.05% | 123 |
|
|
2016
Q4 | $330K | Buy |
1,997
+258
| +15% | +$42.6K | 0.08% | 97 |
|
|
2016
Q3 | $269K | Sell |
1,739
-19
| -1% | -$2.94K | 0.07% | 97 |
|
|
2016
Q2 | $263K | Buy |
+1,758
| New | +$263K | 0.07% | 94 |
|