GHP Investment 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
$8.17M Sell
131,684
-274
-0.2% -$17K 0.36% 98
2025
Q1
$7.7M Sell
131,958
-111
-0.1% -$6.48K 0.37% 98
2024
Q4
$8.23M Sell
132,069
-80
-0.1% -$4.99K 0.38% 96
2024
Q3
$8.24M Buy
132,149
+88
+0.1% +$5.48K 0.38% 96
2024
Q2
$7.73M Sell
132,061
-936
-0.7% -$54.8K 0.39% 95
2024
Q1
$8.08M Sell
132,997
-488
-0.4% -$29.6K 0.4% 88
2023
Q4
$7.4M Sell
133,485
-820
-0.6% -$45.5K 0.4% 87
2023
Q3
$6.54M Buy
134,305
+295
+0.2% +$14.4K 0.4% 94
2023
Q2
$7.12M Sell
134,010
-1,755
-1% -$93.3K 0.42% 87
2023
Q1
$6.79M Buy
135,765
+2,350
+2% +$118K 0.43% 78
2022
Q4
$6.45M Buy
133,415
+4,990
+4% +$241K 0.44% 84
2022
Q3
$5.63M Sell
128,425
-2,755
-2% -$121K 0.43% 83
2022
Q2
$5.94M Buy
131,180
+1,500
+1% +$67.9K 0.44% 81
2022
Q1
$6.96M Sell
129,680
-2,520
-2% -$135K 0.46% 70
2021
Q4
$7.49M Sell
132,200
-210
-0.2% -$11.9K 0.53% 63
2021
Q3
$6.97M Sell
132,410
-760
-0.6% -$40K 0.55% 58
2021
Q2
$7.16M Buy
133,170
+895
+0.7% +$48.1K 0.58% 57
2021
Q1
$6.89M Sell
132,275
-10,085
-7% -$525K 0.6% 53
2020
Q4
$6.54M Sell
142,360
-1,740
-1% -$80K 0.62% 51
2020
Q3
$5.34M Buy
144,100
+795
+0.6% +$29.5K 0.6% 54
2020
Q2
$5.1M Buy
143,305
+980
+0.7% +$34.8K 0.63% 52
2020
Q1
$4.1M Sell
142,325
-4,855
-3% -$140K 0.62% 54
2019
Q4
$6.06M Sell
147,180
-2,535
-2% -$104K 0.65% 43
2019
Q3
$5.79M Buy
149,715
+5,645
+4% +$218K 0.72% 39
2019
Q2
$5.6M Sell
144,070
-365
-0.3% -$14.2K 0.68% 38
2019
Q1
$5.47M Buy
144,435
+1,535
+1% +$58.1K 0.7% 38
2018
Q4
$4.75M Buy
142,900
+425
+0.3% +$14.1K 0.71% 37
2018
Q3
$5.74M Sell
142,475
-160
-0.1% -$6.44K 0.77% 28
2018
Q2
$5.56M Sell
142,635
-835
-0.6% -$32.5K 0.78% 24
2018
Q1
$5.38M Sell
143,470
-3,025
-2% -$113K 0.76% 24
2017
Q4
$5.56M Sell
146,495
-5,875
-4% -$223K 0.79% 22
2017
Q3
$5.45M Sell
152,370
-1,305
-0.8% -$46.7K 0.83% 21
2017
Q2
$5.35M Sell
153,675
-7,530
-5% -$262K 0.85% 21
2017
Q1
$5.52M Sell
161,205
-1,490
-0.9% -$51K 0.95% 20
2016
Q4
$5.38M Sell
162,695
-2,455
-1% -$81.2K 1% 15
2016
Q3
$5.11M Sell
165,150
-3,280
-2% -$101K 1.04% 15
2016
Q2
$5.03M Sell
168,430
-785
-0.5% -$23.5K 1.09% 15
2016
Q1
$4.88M Buy
169,215
+3,065
+2% +$88.4K 1.11% 14
2015
Q4
$4.63M Sell
166,150
-1,575
-0.9% -$43.9K 1.12% 14
2015
Q3
$4.58M Sell
167,725
-1,855
-1% -$50.7K 1.18% 14
2015
Q2
$5M Sell
169,580
-7,865
-4% -$232K 1.23% 14
2015
Q1
$5.39M Sell
177,445
-1,415
-0.8% -$43K 1.41% 12
2014
Q4
$5.18M Sell
178,860
-9,645
-5% -$279K 1.43% 12
2014
Q3
$5.16M Buy
188,505
+75
+0% +$2.05K 1.52% 10
2014
Q2
$5.39M Buy
188,430
+2,395
+1% +$68.5K 1.59% 10
2014
Q1
$5.12M Buy
186,035
+1,900
+1% +$52.2K 1.63% 11
2013
Q4
$4.93M Buy
184,135
+715
+0.4% +$19.1K 1.62% 12
2013
Q3
$4.55M Buy
183,420
+210
+0.1% +$5.21K 1.65% 11
2013
Q2
$4.23M Buy
+183,210
New +$4.23M 1.69% 12