Financial Perspectives’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 | $369K | Buy |
5,954
+334
| +6% | +$20.7K | 0.11% | 109 |
|
|
2025
Q1 | $328K | Buy |
5,620
+92
| +2% | +$5.37K | 0.11% | 105 |
|
|
2024
Q4 | $344K | Buy |
5,528
+214
| +4% | +$13.3K | 0.12% | 100 |
|
|
2024
Q3 | $331K | Hold |
5,314
| – | – | 0.11% | 106 |
|
|
2024
Q2 | $311K | Sell |
5,314
-85
| -2% | -$4.97K | 0.11% | 108 |
|
|
2024
Q1 | $328K | Buy |
5,399
+64
| +1% | +$3.89K | 0.12% | 100 |
|
|
2023
Q4 | $296K | Buy |
5,335
+15
| +0.3% | +$831 | 0.12% | 109 |
|
|
2023
Q3 | $265K | Sell |
5,320
-105
| -2% | -$5.24K | 0.12% | 101 |
|
|
2023
Q2 | $284K | Buy |
5,425
+30
| +0.6% | +$1.57K | 0.12% | 101 |
|
|
2023
Q1 | $270K | Buy |
5,395
+20
| +0.4% | +$1K | 0.13% | 100 |
|
|
2022
Q4 | $260K | Buy |
5,375
+35
| +0.7% | +$1.69K | 0.13% | 99 |
|
|
2022
Q3 | $234K | Buy |
5,340
+5
| +0.1% | +$219 | 0.13% | 103 |
|
|
2022
Q2 | $241K | Hold |
5,335
| – | – | 0.14% | 99 |
|
|
2022
Q1 | $286K | Sell |
5,335
-135
| -2% | -$7.25K | 0.13% | 101 |
|
|
2021
Q4 | $310K | Buy |
5,470
+5
| +0.1% | +$283 | 0.15% | 92 |
|
|
2021
Q3 | $288K | Sell |
5,465
-190
| -3% | -$10K | 0.14% | 96 |
|
|
2021
Q2 | $304K | Sell |
5,655
-1,472,125
| -100% | -$79.1M | 0.15% | 97 |
|
|
2021
Q1 | $1.14M | Buy |
1,477,780
+1,472,105
| +25,940% | +$1.13M | 0.06% | 194 |
|
|
2020
Q4 | $261K | Buy |
5,675
+135
| +2% | +$6.21K | 0.15% | 98 |
|
|
2020
Q3 | $205K | Buy |
5,540
+5
| +0.1% | +$185 | 0.14% | 98 |
|
|
2020
Q2 | $197K | Buy |
5,535
+750
| +16% | +$26.7K | 0.14% | 85 |
|
|
2020
Q1 | $138K | Sell |
4,785
-650
| -12% | -$18.7K | 0.11% | 95 |
|
|
2019
Q4 | $224K | Buy |
+5,435
| New | +$224K | 0.15% | 78 |
|