ERn Financial LLC’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 | $2.46M | Sell |
39,743
-158
| -0.4% | -$9.8K | 0.52% | 46 |
|
|
2025
Q1 | $2.33M | Sell |
39,901
-2,276
| -5% | -$133K | 0.37% | 58 |
|
|
2024
Q4 | $2.63M | Sell |
42,177
-227
| -0.5% | -$14.1K | 0.39% | 56 |
|
|
2024
Q3 | $2.64M | Sell |
42,404
-424
| -1% | -$26.4K | 0.4% | 56 |
|
|
2024
Q2 | $2.51M | Sell |
42,828
-330
| -0.8% | -$19.3K | 0.42% | 54 |
|
|
2024
Q1 | $2.62M | Sell |
43,158
-717
| -2% | -$43.6K | 0.45% | 51 |
|
|
2023
Q4 | $2.37M | Buy |
43,875
+2,420
| +6% | +$131K | 0.45% | 53 |
|
|
2023
Q3 | $2.07M | Sell |
41,455
-105
| -0.3% | -$5.24K | 0.45% | 53 |
|
|
2023
Q2 | $2.17M | Sell |
41,560
-525
| -1% | -$27.5K | 0.46% | 52 |
|
|
2023
Q1 | $2.11M | Sell |
42,085
-555
| -1% | -$27.8K | 0.46% | 51 |
|
|
2022
Q4 | $2.06M | Sell |
42,640
-1,120
| -3% | -$54.2K | 0.47% | 50 |
|
|
2022
Q3 | $1.92M | Sell |
43,760
-9,120
| -17% | -$400K | 0.49% | 54 |
|
|
2022
Q2 | $2.39M | Buy |
52,880
+10,905
| +26% | +$493K | 0.58% | 46 |
|
|
2022
Q1 | $2.25M | Buy |
41,975
+1,710
| +4% | +$91.8K | 0.5% | 55 |
|
|
2021
Q4 | $2.28M | Sell |
40,265
-3,070
| -7% | -$174K | 0.51% | 56 |
|
|
2021
Q3 | $2.28M | Buy |
43,335
+160
| +0.4% | +$8.42K | 0.58% | 49 |
|
|
2021
Q2 | $2.32M | Sell |
43,175
-450
| -1% | -$24.2K | 0.82% | 37 |
|
|
2021
Q1 | $2.27M | Sell |
43,625
-955
| -2% | -$49.7K | 0.88% | 36 |
|
|
2020
Q4 | $2.05M | Sell |
44,580
-2,040
| -4% | -$93.8K | 0.84% | 36 |
|
|
2020
Q3 | $1.73M | Buy |
46,620
+25
| +0.1% | +$927 | 0.81% | 35 |
|
|
2020
Q2 | $1.66M | Sell |
46,595
-19,995
| -30% | -$711K | 0.84% | 33 |
|
|
2020
Q1 | $1.92M | Buy |
66,590
+57,840
| +661% | +$1.66M | 1.26% | 26 |
|
|
2019
Q4 | $360K | Buy |
8,750
+3,565
| +69% | +$147K | 0.21% | 45 |
|
|
2019
Q3 | $200K | Sell |
5,185
-35
| -0.7% | -$1.35K | 0.14% | 57 |
|
|
2019
Q2 | $203K | Sell |
5,220
-225
| -4% | -$8.75K | 0.15% | 55 |
|
|
2019
Q1 | $212K | Sell |
5,445
-660
| -11% | -$25.7K | 0.13% | 70 |
|
|
2018
Q4 | $203K | Buy |
+6,105
| New | +$203K | 0.18% | 56 |
|