ECM
Exchange Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.45M | Sell |
87,859
-6,549
| -7% | -$406K | 0.81% | 34 |
|
|
2025
Q1 | $5.51M | Sell |
94,408
-4,286
| -4% | -$250K | 0.89% | 31 |
|
|
2024
Q4 | $6.15M | Sell |
98,694
-13,502
| -12% | -$841K | 0.98% | 29 |
|
|
2024
Q3 | $6.99M | Sell |
112,196
-16,432
| -13% | -$1.02M | 1.11% | 25 |
|
|
2024
Q2 | $7.53M | Sell |
128,628
-18,719
| -13% | -$1.1M | 1.23% | 21 |
|
|
2024
Q1 | $8.95M | Buy |
147,347
+110,645
| +301% | +$6.72M | 1.46% | 15 |
|
|
2023
Q4 | $10.2M | Sell |
36,702
-134
| -0.4% | -$37.1K | 1.83% | 12 |
|
|
2023
Q3 | $9.19M | Buy |
36,836
+1,303
| +4% | +$325K | 1.73% | 13 |
|
|
2023
Q2 | $9.29M | Buy |
35,533
+561
| +2% | +$147K | 1.73% | 14 |
|
|
2023
Q1 | $8.75M | Buy |
34,972
+170
| +0.5% | +$42.5K | 1.78% | 12 |
|
|
2022
Q4 | $8.42M | Buy |
34,802
+1,484
| +4% | +$359K | 1.85% | 10 |
|
|
2022
Q3 | $7.31M | Buy |
33,318
+952
| +3% | +$209K | 1.69% | 13 |
|
|
2022
Q2 | $7.32M | Sell |
32,366
-143
| -0.4% | -$32.4K | 1.6% | 14 |
|
|
2022
Q1 | $8.72M | Buy |
32,509
+815
| +3% | +$219K | 1.63% | 14 |
|
|
2021
Q4 | $8.97M | Buy |
31,694
+2,643
| +9% | +$748K | 1.63% | 13 |
|
|
2021
Q3 | $7.64M | Buy |
29,051
+2,395
| +9% | +$630K | 1.48% | 15 |
|
|
2021
Q2 | $7.16M | Buy |
26,656
+1,935
| +8% | +$520K | 1.37% | 20 |
|
|
2021
Q1 | $6.43M | Buy |
24,721
+2,802
| +13% | +$729K | 1.33% | 21 |
|
|
2020
Q4 | $5.04M | Buy |
21,919
+4,615
| +27% | +$1.06M | 1.12% | 35 |
|
|
2020
Q3 | $3.21M | Buy |
17,304
+1,701
| +11% | +$315K | 0.81% | 47 |
|
|
2020
Q2 | $2.78M | Buy |
15,603
+1,494
| +11% | +$266K | 0.77% | 48 |
|
|
2020
Q1 | $2.03M | Buy |
14,109
+531
| +4% | +$76.4K | 0.66% | 51 |
|
|
2019
Q4 | $2.8M | Sell |
13,578
-768
| -5% | -$158K | 0.72% | 51 |
|
|
2019
Q3 | $2.77M | Sell |
14,346
-293
| -2% | -$56.6K | 0.73% | 51 |
|
|
2019
Q2 | $2.84M | Buy |
14,639
+433
| +3% | +$84.1K | 0.76% | 51 |
|
|
2019
Q1 | $2.69M | Buy |
14,206
+2,445
| +21% | +$463K | 0.75% | 48 |
|
|
2018
Q4 | $1.95M | Buy |
11,761
+2,155
| +22% | +$358K | 0.63% | 55 |
|
|
2018
Q3 | $1.93M | Buy |
9,606
+556
| +6% | +$112K | 0.56% | 65 |
|
|
2018
Q2 | $1.76M | Buy |
9,050
+100
| +1% | +$19.5K | 0.52% | 69 |
|
|
2018
Q1 | $1.68M | Sell |
8,950
-4,137
| -32% | -$776K | 0.53% | 65 |
|
|
2017
Q4 | $2.48M | Buy |
13,087
+158
| +1% | +$30K | 0.78% | 43 |
|
|
2017
Q3 | $2.31M | Buy |
12,929
+3,367
| +35% | +$602K | 0.76% | 43 |
|
|
2017
Q2 | $1.66M | Buy |
9,562
+7,148
| +296% | +$1.24M | 0.56% | 57 |
|
|
2017
Q1 | $413K | Buy |
+2,414
| New | +$413K | 0.15% | 78 |
|
|
2015
Q1 | – | Sell |
-285
| Closed | -$40K | – | 198 |
|
|
2014
Q4 | $40K | Sell |
285
-486
| -63% | -$68.2K | 0.02% | 115 |
|
|
2014
Q3 | $105K | Buy |
771
+125
| +19% | +$17K | 0.05% | 77 |
|
|
2014
Q2 | $92K | Buy |
646
+88
| +16% | +$12.5K | 0.04% | 77 |
|
|
2014
Q1 | $77K | Buy |
+558
| New | +$77K | 0.04% | 83 |
|