Fiducient Advisors’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 | $2.04M | Buy |
32,840
+4,784
| +17% | +$297K | 0.25% | 53 |
|
|
2025
Q1 | $1.64M | Buy |
28,056
+2,357
| +9% | +$138K | 0.2% | 53 |
|
|
2024
Q4 | $1.6M | Buy |
25,699
+6
| +0% | +$374 | 0.2% | 44 |
|
|
2024
Q3 | $1.6M | Sell |
25,693
-144
| -0.6% | -$8.97K | 0.18% | 47 |
|
|
2024
Q2 | $1.51M | Sell |
25,837
-1,246
| -5% | -$72.9K | 0.21% | 41 |
|
|
2024
Q1 | $1.65M | Buy |
27,083
+1,633
| +6% | +$99.2K | 0.33% | 33 |
|
|
2023
Q4 | $1.41M | Sell |
25,450
-3,065
| -11% | -$170K | 0.26% | 31 |
|
|
2023
Q3 | $1.43M | Buy |
+28,515
| New | +$1.43M | 0.08% | 35 |
|
|
2023
Q2 | – | Sell |
-14,010
| Closed | -$701K | – | 55 |
|
|
2023
Q1 | $701K | Sell |
14,010
-2,420
| -15% | -$121K | 0.23% | 31 |
|
|
2022
Q4 | $795K | Buy |
16,430
+1,345
| +9% | +$65.1K | 0.23% | 55 |
|
|
2022
Q3 | $662K | Sell |
15,085
-27,330
| -64% | -$1.2M | 0.31% | 26 |
|
|
2022
Q2 | $1.92M | Buy |
42,415
+27,470
| +184% | +$1.24M | 0.72% | 17 |
|
|
2022
Q1 | $802K | Hold |
14,945
| – | – | 0.3% | 27 |
|
|
2021
Q4 | $846K | Buy |
14,945
+5
| +0% | +$283 | 0.26% | 27 |
|
|
2021
Q3 | $786K | Sell |
14,940
-195
| -1% | -$10.3K | 0.24% | 29 |
|
|
2021
Q2 | $813K | Buy |
15,135
+6,135
| +68% | +$330K | 0.25% | 27 |
|
|
2021
Q1 | $468K | Buy |
9,000
+525
| +6% | +$27.3K | 0.15% | 45 |
|
|
2020
Q4 | $389K | Buy |
+8,475
| New | +$389K | 0.14% | 48 |
|