Financial Engines Advisors’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 | $527M | Buy |
8,493,316
+350,905
| +4% | +$21.8M | 1.05% | 25 |
|
|
2025
Q1 | $475M | Sell |
8,142,411
-143,279
| -2% | -$8.36M | 1.02% | 26 |
|
|
2024
Q4 | $516M | Sell |
8,285,690
-324,267
| -4% | -$20.2M | 1.09% | 24 |
|
|
2024
Q3 | $537M | Sell |
8,609,957
-253,387
| -3% | -$15.8M | 1.12% | 25 |
|
|
2024
Q2 | $519M | Sell |
8,863,344
-137,690
| -2% | -$8.06M | 1.15% | 25 |
|
|
2024
Q1 | $547M | Buy |
9,001,034
+7,119,454
| +378% | +$432M | 1.23% | 24 |
|
|
2023
Q4 | $521M | Sell |
1,881,580
-21,510
| -1% | -$5.96M | 1.23% | 24 |
|
|
2023
Q3 | $477M | Sell |
1,903,090
-17,202
| -0.9% | -$4.31M | 1.25% | 25 |
|
|
2023
Q2 | $502M | Buy |
1,920,292
+1,503
| +0.1% | +$393K | 1.27% | 24 |
|
|
2023
Q1 | $480M | Sell |
1,918,789
-42,797
| -2% | -$10.7M | 1.27% | 23 |
|
|
2022
Q4 | $474M | Sell |
1,961,586
-52,229
| -3% | -$12.6M | 1.36% | 23 |
|
|
2022
Q3 | $442M | Sell |
2,013,815
-22,529
| -1% | -$4.94M | 1.44% | 24 |
|
|
2022
Q2 | $461M | Buy |
2,036,344
+1,054
| +0.1% | +$238K | 1.4% | 25 |
|
|
2022
Q1 | $546M | Sell |
2,035,290
-507,558
| -20% | -$136M | 1.46% | 23 |
|
|
2021
Q4 | $720M | Sell |
2,542,848
-19,024
| -0.7% | -$5.39M | 1.91% | 18 |
|
|
2021
Q3 | $674M | Sell |
2,561,872
-81,729
| -3% | -$21.5M | 1.99% | 17 |
|
|
2021
Q2 | $710M | Sell |
2,643,601
-47,045
| -2% | -$12.6M | 2.06% | 16 |
|
|
2021
Q1 | $700M | Sell |
2,690,646
-488,849
| -15% | -$127M | 2.19% | 14 |
|
|
2020
Q4 | $731M | Sell |
3,179,495
-361,355
| -10% | -$83.1M | 2.49% | 13 |
|
|
2020
Q3 | $656M | Sell |
3,540,850
-455,639
| -11% | -$84.4M | 2.61% | 14 |
|
|
2020
Q2 | $711M | Sell |
3,996,489
-332,748
| -8% | -$59.2M | 3.11% | 11 |
|
|
2020
Q1 | $623M | Buy |
4,329,237
+146,751
| +4% | +$21.1M | 3.35% | 9 |
|
|
2019
Q4 | $861M | Sell |
4,182,486
-47,088
| -1% | -$9.69M | 4.16% | 8 |
|
|
2019
Q3 | $817M | Buy |
4,229,574
+59,780
| +1% | +$11.6M | 4.4% | 7 |
|
|
2019
Q2 | $810M | Sell |
4,169,794
-80,868
| -2% | -$15.7M | 4.74% | 8 |
|
|
2019
Q1 | $805M | Buy |
4,250,662
+60,600
| +1% | +$11.5M | 4.39% | 9 |
|
|
2018
Q4 | $696M | Buy |
+4,190,062
| New | +$696M | 4.81% | 8 |
|
|
2018
Q2 | – | Sell |
-32
| Closed | -$6K | – | 147 |
|
|
2018
Q1 | $6K | Buy |
+32
| New | +$6K | ﹤0.01% | 108 |
|