Frank Rimerman 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 | $267K | Hold |
4,300
| – | – | 0.02% | 484 |
|
|
2025
Q1 | $251K | Hold |
4,300
| – | – | 0.02% | 453 |
|
|
2024
Q4 | $268K | Hold |
4,300
| – | – | 0.02% | 438 |
|
|
2024
Q3 | $268K | Hold |
4,300
| – | – | 0.02% | 451 |
|
|
2024
Q2 | $252K | Hold |
4,300
| – | – | 0.02% | 484 |
|
|
2024
Q1 | $261K | Hold |
4,300
| – | – | 0.05% | 94 |
|
|
2023
Q4 | $238K | Hold |
4,300
| – | – | 0.05% | 97 |
|
|
2023
Q3 | $214K | Hold |
4,300
| – | – | 0.05% | 94 |
|
|
2023
Q2 | $225K | Hold |
4,300
| – | – | 0.05% | 100 |
|
|
2023
Q1 | $215K | Hold |
4,300
| – | – | 0.06% | 99 |
|
|
2022
Q4 | $208K | Buy |
+4,300
| New | +$208K | 0.06% | 91 |
|
|
2022
Q3 | – | Sell |
-7,805
| Closed | -$353K | – | 96 |
|
|
2022
Q2 | $353K | Hold |
7,805
| – | – | 0.13% | 55 |
|
|
2022
Q1 | $419K | Hold |
7,805
| – | – | 0.13% | 82 |
|
|
2021
Q4 | $442K | Buy |
7,805
+1,720
| +28% | +$97.4K | 0.15% | 82 |
|
|
2021
Q3 | $320K | Hold |
6,085
| – | – | 0.12% | 83 |
|
|
2021
Q2 | $327K | Hold |
6,085
| – | – | 0.13% | 63 |
|
|
2021
Q1 | $317K | Hold |
6,085
| – | – | 0.14% | 61 |
|
|
2020
Q4 | $280K | Buy |
+6,085
| New | +$280K | 0.13% | 77 |
|