GEM Asset Management’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 | $2.59M | Buy |
41,002
+116
| +0.3% | +$7.33K | 1.33% | 21 |
|
2025
Q1 | $2.4M | Buy |
40,886
+1,437
| +4% | +$84.3K | 1.34% | 21 |
|
2024
Q4 | $2.46M | Buy |
39,449
+152
| +0.4% | +$9.47K | 1.37% | 20 |
|
2024
Q3 | $2.43M | Sell |
39,297
-318
| -0.8% | -$19.7K | 1.39% | 19 |
|
2024
Q2 | $2.32M | Sell |
39,615
-55
| -0.1% | -$3.22K | 1.44% | 18 |
|
2024
Q1 | $2.24M | Buy |
39,670
+235
| +0.6% | +$13.3K | 1.51% | 16 |
|
2023
Q4 | $2.19M | Sell |
39,435
-35
| -0.1% | -$1.94K | 1.52% | 16 |
|
2023
Q3 | $1.97M | Hold |
39,470
| – | – | 1.56% | 16 |
|
2023
Q2 | $2.06M | Buy |
39,470
+105
| +0.3% | +$5.49K | 1.59% | 16 |
|
2023
Q1 | $1.97M | Buy |
39,365
+135
| +0.3% | +$6.76K | 1.59% | 15 |
|
2022
Q4 | $1.9M | Buy |
+39,230
| New | +$1.9M | 1.63% | 15 |
|