Gradient Investments’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 | $1.68M | Buy |
27,165
+5,159
| +23% | +$320K | 0.03% | 201 |
|
|
2025
Q1 | $1.28M | Buy |
+22,006
| New | +$1.28M | 0.03% | 186 |
|
|
2024
Q3 | – | Sell |
-3,022
| Closed | -$177K | – | 799 |
|
|
2024
Q2 | $177K | Buy |
3,022
+985
| +48% | +$57.6K | ﹤0.01% | 338 |
|
|
2024
Q1 | $124K | Sell |
2,037
-3,198
| -61% | -$194K | ﹤0.01% | 337 |
|
|
2023
Q4 | $290K | Buy |
5,235
+625
| +14% | +$34.6K | 0.01% | 304 |
|
|
2023
Q3 | $230K | Sell |
4,610
-1,435
| -24% | -$71.6K | 0.01% | 302 |
|
|
2023
Q2 | $316K | Buy |
6,045
+395
| +7% | +$20.7K | 0.01% | 282 |
|
|
2023
Q1 | $283K | Sell |
5,650
-435
| -7% | -$21.8K | 0.01% | 272 |
|
|
2022
Q4 | $294K | Sell |
6,085
-750
| -11% | -$36.3K | 0.01% | 274 |
|
|
2022
Q3 | $300K | Buy |
6,835
+3,170
| +86% | +$139K | 0.01% | 264 |
|
|
2022
Q2 | $166K | Sell |
3,665
-65
| -2% | -$2.94K | ﹤0.01% | 312 |
|
|
2022
Q1 | $200K | Buy |
3,730
+670
| +22% | +$35.9K | 0.01% | 290 |
|
|
2021
Q4 | $173K | Buy |
3,060
+380
| +14% | +$21.5K | ﹤0.01% | 296 |
|
|
2021
Q3 | $141K | Buy |
2,680
+350
| +15% | +$18.4K | ﹤0.01% | 321 |
|
|
2021
Q2 | $125K | Hold |
2,330
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $121K | Sell |
2,330
-465
| -17% | -$24.1K | ﹤0.01% | 336 |
|
|
2020
Q4 | $104K | Hold |
2,795
| – | – | ﹤0.01% | 312 |
|
|
2020
Q3 | $104K | Hold |
2,795
| – | – | ﹤0.01% | 312 |
|
|
2020
Q2 | $99K | Sell |
2,795
-135
| -5% | -$4.78K | ﹤0.01% | 302 |
|
|
2020
Q1 | $84K | Sell |
2,930
-660
| -18% | -$18.9K | ﹤0.01% | 295 |
|
|
2019
Q4 | $148K | Buy |
3,590
+945
| +36% | +$39K | 0.01% | 275 |
|
|
2019
Q3 | $102K | Sell |
2,645
-1,640
| -38% | -$63.2K | 0.01% | 300 |
|
|
2019
Q2 | $166K | Buy |
4,285
+1,595
| +59% | +$61.8K | 0.01% | 267 |
|
|
2019
Q1 | $102K | Sell |
2,690
-340
| -11% | -$12.9K | 0.01% | 282 |
|
|
2018
Q4 | $101K | Buy |
3,030
+160
| +6% | +$5.33K | 0.01% | 267 |
|
|
2018
Q3 | $116K | Buy |
2,870
+260
| +10% | +$10.5K | 0.01% | 269 |
|
|
2018
Q2 | $102K | Sell |
2,610
-1,370
| -34% | -$53.5K | 0.01% | 268 |
|
|
2018
Q1 | $149K | Sell |
3,980
-2,640
| -40% | -$98.8K | 0.01% | 249 |
|
|
2017
Q4 | $251K | Buy |
+6,620
| New | +$251K | 0.01% | 234 |
|
|
2017
Q3 | – | Sell |
-4,690
| Closed | -$163K | – | 460 |
|
|
2017
Q2 | $163K | Buy |
4,690
+2,790
| +147% | +$97K | 0.01% | 233 |
|
|
2017
Q1 | $65K | Hold |
1,900
| – | – | 0.01% | 290 |
|
|
2016
Q4 | $63K | Hold |
1,900
| – | – | 0.01% | 246 |
|
|
2016
Q3 | $59K | Sell |
1,900
-50
| -3% | -$1.55K | 0.01% | 251 |
|
|
2016
Q2 | $58K | Buy |
1,950
+50
| +3% | +$1.49K | 0.01% | 249 |
|
|
2016
Q1 | $55K | Hold |
1,900
| – | – | 0.01% | 244 |
|
|
2015
Q4 | $53K | Hold |
1,900
| – | – | 0.01% | 248 |
|
|
2015
Q3 | $52K | Hold |
1,900
| – | – | 0.01% | 233 |
|
|
2015
Q2 | $57K | Hold |
1,900
| – | – | 0.01% | 229 |
|
|
2015
Q1 | $58K | Hold |
1,900
| – | – | 0.01% | 229 |
|
|
2014
Q4 | $55K | Hold |
1,900
| – | – | 0.01% | 223 |
|
|
2014
Q3 | $52K | Hold |
1,900
| – | – | 0.01% | 209 |
|
|
2014
Q2 | $54K | Sell |
1,900
-650
| -25% | -$18.5K | 0.01% | 213 |
|
|
2014
Q1 | $70K | Buy |
2,550
+260
| +11% | +$7.14K | 0.02% | 183 |
|
|
2013
Q4 | $61K | Buy |
2,290
+300
| +15% | +$7.99K | 0.02% | 208 |
|
|
2013
Q3 | $49K | Hold |
1,990
| – | – | 0.02% | 179 |
|
|
2013
Q2 | $46K | Buy |
+1,990
| New | +$46K | 0.02% | 184 |
|