Evergreen Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Evergreen Capital Management’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	$6.05M	Buy	97,554 +9,158	+10%	+$568K	0.18%	141
2025 Q1	$5.16M	Sell	88,396 -2,230	-2%	-$130K	0.17%	148
2024 Q4	$5.65M	Sell	90,626 -229	-0.3%	-$14.3K	0.18%	138
2024 Q3	$5.66M	Buy	90,855 +20,966	+30%	+$1.31M	0.19%	139
2024 Q2	$4.09M	Buy	69,889 +9,197	+15%	+$538K	0.15%	160
2024 Q1	$3.69M	Buy	60,692 +9,617	+19%	+$584K	0.14%	162
2023 Q4	$2.83M	Buy	51,075 +8,905	+21%	+$494K	0.12%	195
2023 Q3	$2.11M	Hold	42,170	–	–	0.09%	212
2023 Q2	$2.21M	Buy	42,170 +11,280	+37%	+$590K	0.09%	207
2023 Q1	$1.55M	Buy	30,890 +3,900	+14%	+$195K	0.07%	239
2022 Q4	$1.31M	Hold	26,990	–	–	0.06%	253
2022 Q3	$1.18M	Buy	26,990 +3,000	+13%	+$132K	0.06%	245
2022 Q2	$1.09M	Sell	23,990 -375	-2%	-$17K	0.06%	245
2022 Q1	$1.31M	Buy	24,365 +375	+2%	+$20.1K	0.05%	257
2021 Q4	$1.36M	Hold	23,990	–	–	0.05%	253
2021 Q3	$1.26M	Hold	23,990	–	–	0.06%	259
2021 Q2	$1.29M	Sell	23,990 -9,430	-28%	-$507K	0.06%	244
2021 Q1	$1.74M	Sell	33,420 -75	-0.2%	-$3.91K	0.09%	208
2020 Q4	$1.54M	Buy	33,495 +25,575	+323%	+$1.18M	0.09%	189
2020 Q3	$294K	Sell	7,920 -145	-2%	-$5.38K	0.02%	327
2020 Q2	$287K	Buy	8,065 +495	+7%	+$17.6K	0.02%	312
2020 Q1	$218K	Sell	7,570 -175	-2%	-$5.04K	0.02%	318
2019 Q4	$319K	Hold	7,745	–	–	0.03%	335
2019 Q3	$299K	Hold	7,745	–	–	0.03%	308
2019 Q2	$301K	Buy	7,745 +320	+4%	+$12.4K	0.03%	312
2019 Q1	$281K	Hold	7,425	–	–	0.03%	304
2018 Q4	$247K	Hold	7,425	–	–	0.03%	308
2018 Q3	$299K	Buy	7,425 +75	+1%	+$3.02K	0.03%	289
2018 Q2	$286K	Sell	7,350 -1,750	-19%	-$68.1K	0.03%	285
2018 Q1	$341K	Hold	9,100	–	–	0.03%	236
2017 Q4	$345K	Buy	+9,100	New	+$345K	0.03%	185
2017 Q3	–	Sell	-5,750	Closed	-$200K	–	193
2017 Q2	$200K	Buy	+5,750	New	+$200K	0.03%	133