Everett Harris & Co’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 | $481K | Sell |
7,760
-200
| -3% | -$12.4K | 0.01% | 225 |
|
|
2025
Q1 | $464K | Sell |
7,960
-821
| -9% | -$47.9K | 0.01% | 214 |
|
|
2024
Q4 | $547K | Hold |
8,781
| – | – | 0.01% | 189 |
|
|
2024
Q3 | $547K | Buy |
8,781
+771
| +10% | +$48K | 0.01% | 181 |
|
|
2024
Q2 | $469K | Hold |
8,010
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $487K | Buy |
8,010
+50
| +0.6% | +$3.04K | 0.01% | 184 |
|
|
2023
Q4 | $441K | Sell |
7,960
-400
| -5% | -$22.2K | 0.01% | 184 |
|
|
2023
Q3 | $417K | Hold |
8,360
| – | – | 0.01% | 178 |
|
|
2023
Q2 | $437K | Sell |
8,360
-2,270
| -21% | -$119K | 0.01% | 181 |
|
|
2023
Q1 | $532K | Buy |
10,630
+105
| +1% | +$5.25K | 0.01% | 170 |
|
|
2022
Q4 | $509K | Sell |
10,525
-500
| -5% | -$24.2K | 0.01% | 170 |
|
|
2022
Q3 | $483K | Buy |
11,025
+50
| +0.5% | +$2.19K | 0.01% | 173 |
|
|
2022
Q2 | $497K | Sell |
10,975
-335
| -3% | -$15.2K | 0.01% | 180 |
|
|
2022
Q1 | $607K | Sell |
11,310
-625
| -5% | -$33.5K | 0.01% | 171 |
|
|
2021
Q4 | $676K | Buy |
11,935
+335
| +3% | +$19K | 0.01% | 161 |
|
|
2021
Q3 | $610K | Sell |
11,600
-375
| -3% | -$19.7K | 0.01% | 163 |
|
|
2021
Q2 | $644K | Sell |
11,975
-1,500
| -11% | -$80.7K | 0.01% | 160 |
|
|
2021
Q1 | $701K | Sell |
13,475
-420
| -3% | -$21.8K | 0.01% | 147 |
|
|
2020
Q4 | $639K | Sell |
13,895
-470
| -3% | -$21.6K | 0.01% | 154 |
|
|
2020
Q3 | $532K | Buy |
14,365
+920
| +7% | +$34.1K | 0.01% | 161 |
|
|
2020
Q2 | $478K | Buy |
13,445
+1,575
| +13% | +$56K | 0.01% | 158 |
|
|
2020
Q1 | $342K | Buy |
11,870
+3,800
| +47% | +$109K | 0.01% | 169 |
|
|
2019
Q4 | $332K | Sell |
8,070
-250
| -3% | -$10.3K | 0.01% | 211 |
|
|
2019
Q3 | $322K | Hold |
8,320
| – | – | 0.01% | 201 |
|
|
2019
Q2 | $323K | Buy |
8,320
+2,250
| +37% | +$87.4K | 0.01% | 204 |
|
|
2019
Q1 | $230K | Hold |
6,070
| – | – | 0.01% | 223 |
|
|
2018
Q4 | $202K | Hold |
6,070
| – | – | 0.01% | 224 |
|
|
2018
Q3 | $244K | Hold |
6,070
| – | – | 0.01% | 227 |
|
|
2018
Q2 | $236K | Hold |
6,070
| – | – | 0.01% | 223 |
|
|
2018
Q1 | $228K | Hold |
6,070
| – | – | 0.01% | 223 |
|
|
2017
Q4 | $230K | Sell |
6,070
-2,300
| -27% | -$87.2K | 0.01% | 223 |
|
|
2017
Q3 | $299K | Buy |
+8,370
| New | +$299K | 0.01% | 199 |
|