Financial Management Network’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 | $24.7M | Buy |
387,518
+17,129
| +5% | +$1.09M | 4.43% | 3 |
|
|
2025
Q1 | $19.4M | Buy |
370,389
+43,625
| +13% | +$2.28M | 4.36% | 3 |
|
|
2024
Q4 | $20.6M | Buy |
326,764
+50,125
| +18% | +$3.15M | 4.27% | 3 |
|
|
2024
Q3 | $17.2M | Buy |
276,639
+15,217
| +6% | +$948K | 3.6% | 4 |
|
|
2024
Q2 | $15.1M | Buy |
261,422
+337
| +0.1% | +$19.5K | 3.63% | 4 |
|
|
2024
Q1 | $15.4M | Buy |
261,085
+4,475
| +2% | +$265K | 3.89% | 6 |
|
|
2023
Q4 | $13.9M | Sell |
256,610
-8,445
| -3% | -$457K | 4.05% | 6 |
|
|
2023
Q3 | $12.9M | Sell |
265,055
-1,045
| -0.4% | -$50.8K | 4.27% | 3 |
|
|
2023
Q2 | $14M | Sell |
266,100
-6,200
| -2% | -$325K | 4.86% | 3 |
|
|
2023
Q1 | $13.4M | Sell |
272,300
-50,945
| -16% | -$2.5M | 5.37% | 3 |
|
|
2022
Q4 | $15.8M | Buy |
323,245
+33,635
| +12% | +$1.64M | 7.03% | 3 |
|
|
2022
Q3 | $13.6M | Buy |
289,610
+39,745
| +16% | +$1.86M | 6.71% | 3 |
|
|
2022
Q2 | $11.4M | Buy |
249,865
+30,110
| +14% | +$1.38M | 6.09% | 3 |
|
|
2022
Q1 | $11.8M | Buy |
219,755
+7,210
| +3% | +$389K | 6.02% | 4 |
|
|
2021
Q4 | $12.1M | Buy |
212,545
+5,110
| +2% | +$292K | 5.56% | 3 |
|
|
2021
Q3 | $11M | Buy |
207,435
+945
| +0.5% | +$50.3K | 5.59% | 3 |
|
|
2021
Q2 | $11.2M | Sell |
206,490
-5,010
| -2% | -$271K | 5.68% | 3 |
|
|
2021
Q1 | $11.6M | Sell |
211,500
-10,660
| -5% | -$583K | 5.99% | 3 |
|
|
2020
Q4 | $10.9M | Buy |
+222,160
| New | +$10.9M | 6.73% | 3 |
|