Gryphon Financial Partners’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 | $4.67M | Buy |
75,230
+3,621
| +5% | +$225K | 0.61% | 25 |
|
|
2025
Q1 | $4.18M | Sell |
71,609
-779
| -1% | -$45.5K | 0.6% | 24 |
|
|
2024
Q4 | $4.51M | Buy |
72,388
+3,030
| +4% | +$189K | 0.64% | 23 |
|
|
2024
Q3 | $4.32M | Buy |
69,358
+641
| +0.9% | +$39.9K | 0.58% | 23 |
|
|
2024
Q2 | $4.02M | Buy |
68,717
+4,085
| +6% | +$239K | 0.6% | 23 |
|
|
2024
Q1 | $3.93M | Sell |
64,632
-2,383
| -4% | -$145K | 0.65% | 24 |
|
|
2023
Q4 | $3.62M | Buy |
67,015
+17,160
| +34% | +$926K | 0.64% | 23 |
|
|
2023
Q3 | $2.49M | Sell |
49,855
-4,180
| -8% | -$208K | 0.58% | 21 |
|
|
2023
Q2 | $2.83M | Buy |
54,035
+105
| +0.2% | +$5.49K | 0.61% | 20 |
|
|
2023
Q1 | $2.7M | Buy |
53,930
+305
| +0.6% | +$15.3K | 0.61% | 20 |
|
|
2022
Q4 | $2.59M | Sell |
53,625
-20
| -0% | -$968 | 0.62% | 22 |
|
|
2022
Q3 | $2.35M | Buy |
53,645
+690
| +1% | +$30.3K | 0.59% | 21 |
|
|
2022
Q2 | $2.4M | Buy |
52,955
+260
| +0.5% | +$11.8K | 0.58% | 23 |
|
|
2022
Q1 | $2.83M | Buy |
52,695
+2,900
| +6% | +$156K | 0.58% | 21 |
|
|
2021
Q4 | $2.82M | Sell |
49,795
-945
| -2% | -$53.5K | 0.53% | 24 |
|
|
2021
Q3 | $2.67M | Sell |
50,740
-8,230
| -14% | -$433K | 0.59% | 24 |
|
|
2021
Q2 | $2.44M | Sell |
58,970
-3,560
| -6% | -$147K | 0.55% | 27 |
|
|
2021
Q1 | $3.26M | Sell |
62,530
-4,700
| -7% | -$245K | 0.74% | 19 |
|
|
2020
Q4 | $3.09M | Buy |
67,230
+3,755
| +6% | +$173K | 0.8% | 20 |
|
|
2020
Q3 | $2.35M | Sell |
63,475
-220
| -0.3% | -$8.16K | 0.7% | 23 |
|
|
2020
Q2 | $2.27M | Buy |
63,695
+695
| +1% | +$24.7K | 0.7% | 23 |
|
|
2020
Q1 | $1.81M | Buy |
63,000
+835
| +1% | +$24K | 0.67% | 22 |
|
|
2019
Q4 | $2.56M | Sell |
62,165
-345
| -0.6% | -$14.2K | 0.66% | 23 |
|
|
2019
Q3 | $2.42M | Sell |
62,510
-2,120
| -3% | -$81.9K | 0.7% | 23 |
|
|
2019
Q2 | $2.51M | Sell |
64,630
-3,275
| -5% | -$127K | 0.72% | 23 |
|
|
2019
Q1 | $2.57M | Sell |
67,905
-30,315
| -31% | -$1.15M | 0.76% | 20 |
|
|
2018
Q4 | $3.42M | Buy |
98,220
+44,745
| +84% | +$1.56M | 0.87% | 22 |
|
|
2018
Q3 | $2.15M | Buy |
53,475
+43,090
| +415% | +$1.73M | 0.64% | 19 |
|
|
2018
Q2 | $405K | Sell |
10,385
-180
| -2% | -$7.02K | 0.18% | 44 |
|
|
2018
Q1 | $396K | Sell |
10,565
-230
| -2% | -$8.62K | 0.2% | 44 |
|
|
2017
Q4 | $410K | Buy |
+10,795
| New | +$410K | 0.23% | 41 |
|