HCM
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Hengehold Capital Management’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
$5.51M Sell
88,859
-7,017
-7% -$435K 0.5% 42
2025
Q1
$5.59M Buy
95,876
+2,673
+3% +$156K 0.53% 36
2024
Q4
$5.81M Buy
93,203
+8,661
+10% +$540K 0.55% 38
2024
Q3
$5.27M Buy
84,542
+2,575
+3% +$160K 0.5% 40
2024
Q2
$4.8M Buy
81,967
+2,914
+4% +$171K 0.5% 42
2024
Q1
$4.8M Buy
79,053
+63,973
+424% +$3.89M 0.51% 40
2023
Q4
$4.18M Buy
15,080
+1,413
+10% +$392K 0.5% 41
2023
Q3
$3.41M Buy
13,667
+1,040
+8% +$259K 0.44% 45
2023
Q2
$3.3M Sell
12,627
-795
-6% -$208K 0.44% 48
2023
Q1
$3.36M Sell
13,422
-425
-3% -$106K 0.46% 47
2022
Q4
$3.35M Buy
13,847
+834
+6% +$202K 0.47% 45
2022
Q3
$2.85M Buy
13,013
+1,793
+16% +$393K 0.44% 42
2022
Q2
$2.54M Buy
11,220
+3,349
+43% +$758K 0.36% 49
2022
Q1
$2.11M Sell
7,871
-86
-1% -$23.1K 0.29% 54
2021
Q4
$2.25M Buy
7,957
+2,782
+54% +$787K 0.28% 51
2021
Q3
$1.36M Buy
5,175
+1,077
+26% +$283K 0.18% 61
2021
Q2
$1.1M Buy
+4,098
New +$1.1M 0.14% 65