GC
Grimes & Company’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Sell |
175,391
-117
| -0.1% | -$7.26K | 0.3% | 72 |
|
|
2025
Q1 | $10.2M | Buy |
175,508
+5,459
| +3% | +$319K | 0.32% | 74 |
|
|
2024
Q4 | $10.6M | Buy |
170,049
+7,274
| +4% | +$453K | 0.31% | 75 |
|
|
2024
Q3 | $10.1M | Buy |
162,775
+2,278
| +1% | +$142K | 0.27% | 79 |
|
|
2024
Q2 | $9.39M | Sell |
160,497
-680
| -0.4% | -$39.8K | 0.28% | 81 |
|
|
2024
Q1 | $9.79M | Buy |
161,177
+128,947
| +400% | +$7.83M | 0.3% | 78 |
|
|
2023
Q4 | $8.93M | Sell |
32,230
-509
| -2% | -$141K | 0.3% | 77 |
|
|
2023
Q3 | $8.16M | Sell |
32,739
-238
| -0.7% | -$59.3K | 0.32% | 74 |
|
|
2023
Q2 | $8.62M | Buy |
32,977
+617
| +2% | +$161K | 0.31% | 70 |
|
|
2023
Q1 | $8.1M | Buy |
32,360
+631
| +2% | +$158K | 0.33% | 68 |
|
|
2022
Q4 | $7.67M | Sell |
31,729
-209
| -0.7% | -$50.6K | 0.32% | 61 |
|
|
2022
Q3 | $7M | Sell |
31,938
-401
| -1% | -$87.9K | 0.37% | 62 |
|
|
2022
Q2 | $7.32M | Sell |
32,339
-1,146
| -3% | -$259K | 0.37% | 64 |
|
|
2022
Q1 | $8.99M | Sell |
33,485
-3,239
| -9% | -$869K | 0.47% | 65 |
|
|
2021
Q4 | $10.4M | Sell |
36,724
-53
| -0.1% | -$15K | 0.48% | 58 |
|
|
2021
Q3 | $9.68M | Buy |
36,777
+903
| +3% | +$238K | 0.42% | 63 |
|
|
2021
Q2 | $9.64M | Sell |
35,874
-674
| -2% | -$181K | 0.42% | 64 |
|
|
2021
Q1 | $9.51M | Buy |
36,548
+218
| +0.6% | +$56.7K | 0.46% | 61 |
|
|
2020
Q4 | $8.35M | Sell |
36,330
-543
| -1% | -$125K | 0.43% | 64 |
|
|
2020
Q3 | $6.83M | Sell |
36,873
-398
| -1% | -$73.8K | 0.44% | 65 |
|
|
2020
Q2 | $6.63M | Sell |
37,271
-3,306
| -8% | -$588K | 0.46% | 64 |
|
|
2020
Q1 | $5.84M | Sell |
40,577
-11,034
| -21% | -$1.59M | 0.53% | 48 |
|
|
2019
Q4 | $10.6M | Sell |
51,611
-4
| -0% | -$823 | 0.7% | 35 |
|
|
2019
Q3 | $9.97M | Sell |
51,615
-2,239
| -4% | -$433K | 0.71% | 34 |
|
|
2019
Q2 | $10.5M | Sell |
53,854
-3,767
| -7% | -$732K | 0.79% | 31 |
|
|
2019
Q1 | $10.9M | Sell |
57,621
-59
| -0.1% | -$11.2K | 0.86% | 29 |
|
|
2018
Q4 | $9.58M | Sell |
57,680
-122,517
| -68% | -$20.3M | 0.93% | 21 |
|
|
2018
Q3 | $36.3M | Buy |
180,197
+196
| +0.1% | +$39.5K | 2.9% | 6 |
|
|
2018
Q2 | $35.1M | Sell |
180,001
-340
| -0.2% | -$66.2K | 3.1% | 5 |
|
|
2018
Q1 | $33.8M | Buy |
180,341
+2,594
| +1% | +$487K | 3.28% | 3 |
|
|
2017
Q4 | $33.7M | Buy |
177,747
+3,670
| +2% | +$696K | 3.26% | 4 |
|
|
2017
Q3 | $31.1M | Sell |
174,077
-1,530
| -0.9% | -$274K | 3.31% | 7 |
|
|
2017
Q2 | $30.5M | Sell |
175,607
-620
| -0.4% | -$108K | 3.41% | 6 |
|
|
2017
Q1 | $30.2M | Sell |
176,227
-5,286
| -3% | -$905K | 3.31% | 8 |
|
|
2016
Q4 | $30M | Sell |
181,513
-301
| -0.2% | -$49.8K | 3.48% | 7 |
|
|
2016
Q3 | $28.1M | Buy |
181,814
+691
| +0.4% | +$107K | 3.76% | 3 |
|
|
2016
Q2 | $27.1M | Buy |
181,123
+123,610
| +215% | +$18.5M | 3.62% | 6 |
|
|
2016
Q1 | $8.29M | Buy |
57,513
+8,521
| +17% | +$1.23M | 1.07% | 14 |
|
|
2015
Q4 | $6.83M | Sell |
48,992
-5,559
| -10% | -$775K | 0.92% | 22 |
|
|
2015
Q3 | $7.45M | Sell |
54,551
-271,197
| -83% | -$37M | 0.96% | 17 |
|
|
2015
Q2 | $48.9M | Buy |
+325,748
| New | +$48.9M | 6.88% | 1 |
|