Galvin Gaustad & Stein’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 | $14.9M | Buy |
240,074
+12,198
| +5% | +$757K | 1.28% | 31 |
|
|
2025
Q1 | $13.3M | Buy |
227,876
+15,925
| +8% | +$929K | 1.19% | 41 |
|
|
2024
Q4 | $13.2M | Buy |
211,951
+9,678
| +5% | +$603K | 1.18% | 39 |
|
|
2024
Q3 | $12.6M | Buy |
202,273
+3,913
| +2% | +$244K | 1.12% | 40 |
|
|
2024
Q2 | $11.6M | Buy |
198,360
+163,402
| +467% | +$9.56M | 1.08% | 41 |
|
|
2024
Q1 | $2.12M | Sell |
34,958
-1,997
| -5% | -$121K | 0.2% | 68 |
|
|
2023
Q4 | $2.05M | Sell |
36,955
-745
| -2% | -$41.3K | 0.19% | 68 |
|
|
2023
Q3 | $1.88M | Sell |
37,700
-1,625
| -4% | -$81K | 0.19% | 71 |
|
|
2023
Q2 | $2.06M | Sell |
39,325
-615
| -2% | -$32.2K | 0.2% | 72 |
|
|
2023
Q1 | $2M | Sell |
39,940
-4,915
| -11% | -$246K | 0.2% | 73 |
|
|
2022
Q4 | $2.17M | Sell |
44,855
-294,245
| -87% | -$14.2M | 0.22% | 71 |
|
|
2022
Q3 | $14.9M | Sell |
339,100
-26,310
| -7% | -$1.15M | 1.58% | 25 |
|
|
2022
Q2 | $16.5M | Sell |
365,410
-8,370
| -2% | -$379K | 1.68% | 25 |
|
|
2022
Q1 | $20.1M | Buy |
373,780
+3,460
| +0.9% | +$186K | 1.81% | 18 |
|
|
2021
Q4 | $21M | Sell |
370,320
-4,015
| -1% | -$227K | 1.81% | 17 |
|
|
2021
Q3 | $19.7M | Buy |
374,335
+3,640
| +1% | +$192K | 1.9% | 16 |
|
|
2021
Q2 | $19.9M | Sell |
370,695
-11,280
| -3% | -$606K | 1.9% | 14 |
|
|
2021
Q1 | $19.9M | Sell |
381,975
-18,885
| -5% | -$983K | 2% | 11 |
|
|
2020
Q4 | $18.4M | Buy |
+400,860
| New | +$18.4M | 1.94% | 12 |
|