HCM
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 |
|