EPIQ Partners’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 | $222K | Hold |
3,575
| – | – | 0.11% | 70 |
|
|
2025
Q1 | $209K | Hold |
3,575
| – | – | 0.11% | 73 |
|
|
2024
Q4 | $223K | Hold |
3,575
| – | – | 0.12% | 72 |
|
|
2024
Q3 | $223K | Hold |
3,575
| – | – | 0.12% | 76 |
|
|
2024
Q2 | $209K | Hold |
3,575
| – | – | 0.14% | 69 |
|
|
2024
Q1 | $217K | Buy |
+3,575
| New | +$217K | 0.14% | 69 |
|
|
2023
Q1 | – | Sell |
-4,920
| Closed | -$238K | – | 79 |
|
|
2022
Q4 | $238K | Hold |
4,920
| – | – | 0.16% | 69 |
|
|
2022
Q3 | $216K | Hold |
4,920
| – | – | 0.13% | 75 |
|
|
2022
Q2 | $223K | Hold |
4,920
| – | – | 0.14% | 75 |
|
|
2022
Q1 | $264K | Buy |
4,920
+345
| +8% | +$18.5K | 0.14% | 78 |
|
|
2021
Q4 | $259K | Hold |
4,575
| – | – | 0.14% | 78 |
|
|
2021
Q3 | $241K | Sell |
4,575
-210
| -4% | -$11.1K | 0.11% | 87 |
|
|
2021
Q2 | $257K | Buy |
+4,785
| New | +$257K | 0.13% | 77 |
|
|
2021
Q1 | – | Sell |
-4,855
| Closed | -$223K | – | 86 |
|
|
2020
Q4 | $223K | Buy |
+4,855
| New | +$223K | 0.16% | 73 |
|
|
2020
Q3 | – | Sell |
-6,990
| Closed | -$249K | – | 76 |
|
|
2020
Q2 | $249K | Sell |
6,990
-1,790
| -20% | -$63.8K | 0.23% | 57 |
|
|
2020
Q1 | $253K | Buy |
+8,780
| New | +$253K | 0.28% | 56 |
|