Evensky & Katz’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Evensky & Katz’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.52M	Sell	24,496 -534	-2%	-$33.1K	0.09%	48
2025 Q1	$1.46M	Sell	25,030 -391	-2%	-$22.8K	0.1%	47
2024 Q4	$1.58M	Sell	25,421 -227	-0.9%	-$14.1K	0.1%	46
2024 Q3	$1.6M	Sell	25,648 -1,444	-5%	-$90K	0.1%	46
2024 Q2	$1.59M	Sell	27,092 -641	-2%	-$37.5K	0.11%	46
2024 Q1	$1.69M	Sell	27,733 -937	-3%	-$56.9K	0.12%	46
2023 Q4	$1.59M	Buy	28,670 +155	+0.5%	+$8.59K	0.12%	45
2023 Q3	$1.42M	Sell	28,515 -4,320	-13%	-$215K	0.12%	43
2023 Q2	$1.72M	Sell	32,835 -1,935	-6%	-$101K	0.13%	40
2023 Q1	$1.74M	Buy	34,770 +905	+3%	+$45.3K	0.14%	40
2022 Q4	$1.64M	Sell	33,865 -520	-2%	-$25.2K	0.15%	42
2022 Q3	$1.51M	Buy	34,385 +15	+0%	+$658	0.18%	39
2022 Q2	$1.56M	Buy	34,370 +105	+0.3%	+$4.75K	0.18%	37
2022 Q1	$1.84M	Sell	34,265 -1,185	-3%	-$63.6K	0.18%	35
2021 Q4	$2.01M	Buy	35,450 +210	+0.6%	+$11.9K	0.19%	37
2021 Q3	$1.85M	Sell	35,240 -3,485	-9%	-$183K	0.19%	33
2021 Q2	$2.08M	Sell	38,725 -710	-2%	-$38.2K	0.21%	33
2021 Q1	$2.05M	Sell	39,435 -3,805	-9%	-$198K	0.23%	32
2020 Q4	$1.99M	Sell	43,240 -215	-0.5%	-$9.89K	0.25%	30
2020 Q3	$1.61M	Sell	43,455 -4,075	-9%	-$151K	0.22%	33
2020 Q2	$1.69M	Sell	47,530 -3,825	-7%	-$136K	0.24%	31
2020 Q1	$1.48M	Sell	51,355 -6,690	-12%	-$193K	0.23%	34
2019 Q4	$2.39M	Sell	58,045 -17,645	-23%	-$726K	0.33%	30
2019 Q3	$2.93M	Buy	+75,690	New	+$2.93M	0.4%	29
2019 Q1	–	Sell	-78,740	Closed	-$2.62M	–	113
2018 Q4	$2.62M	Sell	78,740 -2,145	-3%	-$71.2K	0.44%	26
2018 Q3	$3.26M	Sell	80,885 -455	-0.6%	-$18.3K	0.48%	17
2018 Q2	$3.17M	Sell	81,340 -925	-1%	-$36K	0.56%	16
2018 Q1	$3.09M	Sell	82,265 -7,365	-8%	-$276K	0.53%	16
2017 Q4	$3.4M	Sell	89,630 -2,005	-2%	-$76.1K	0.56%	15
2017 Q3	$3.28M	Sell	91,635 -1,070	-1%	-$38.3K	0.57%	15
2017 Q2	$3.23M	Sell	92,705 -15,760	-15%	-$548K	0.58%	15
2017 Q1	$3.71M	Sell	108,465 -14,315	-12%	-$490K	0.68%	15
2016 Q4	$4.06M	Sell	122,780 -6,140	-5%	-$203K	0.78%	14
2016 Q3	$3.99M	Sell	128,920 -85,245	-40%	-$2.64M	0.79%	15
2016 Q2	$6.4M	Sell	214,165 -48,250	-18%	-$1.44M	1.41%	14
2016 Q1	$7.57M	Sell	262,415 -34,560	-12%	-$997K	1.77%	12
2015 Q4	$8.27M	Sell	296,975 -28,495	-9%	-$794K	1.98%	14
2015 Q3	$8.89M	Sell	325,470 -18,325	-5%	-$501K	2.44%	12
2015 Q2	$10.3M	Sell	343,795 -21,275	-6%	-$638K	2.71%	10
2015 Q1	$11.1M	Buy	+365,070	New	+$11.1M	2.99%	10
2014 Q4	–	Sell	-394,580	Closed	-$10.8M	–	45
2014 Q3	$10.8M	Buy	+394,580	New	+$10.8M	3.25%	9