Hohimer Wealth Management’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 | $482K | Sell |
7,779
-234
| -3% | -$14.5K | 0.09% | 163 |
|
|
2025
Q1 | $468K | Buy |
8,013
+663
| +9% | +$38.7K | 0.09% | 166 |
|
|
2024
Q4 | $458K | Buy |
7,350
+1,945
| +36% | +$121K | 0.09% | 150 |
|
|
2024
Q3 | $337K | Sell |
5,405
-115
| -2% | -$7.17K | 0.07% | 160 |
|
|
2024
Q2 | $323K | Sell |
5,520
-195
| -3% | -$11.4K | 0.08% | 181 |
|
|
2024
Q1 | $347K | Sell |
5,715
-195
| -3% | -$11.8K | 0.08% | 184 |
|
|
2023
Q4 | $328K | Hold |
5,910
| – | – | 0.08% | 170 |
|
|
2023
Q3 | $295K | Sell |
5,910
-2,105
| -26% | -$105K | 0.08% | 166 |
|
|
2023
Q2 | $419K | Sell |
8,015
-2,755
| -26% | -$144K | 0.12% | 154 |
|
|
2023
Q1 | $539K | Sell |
10,770
-110
| -1% | -$5.5K | 0.16% | 148 |
|
|
2022
Q4 | $526K | Buy |
10,880
+165
| +2% | +$7.98K | 0.17% | 116 |
|
|
2022
Q3 | $470K | Sell |
10,715
-20
| -0.2% | -$877 | 0.15% | 139 |
|
|
2022
Q2 | $486K | Sell |
10,735
-440
| -4% | -$19.9K | 0.14% | 144 |
|
|
2022
Q1 | $600K | Sell |
11,175
-440
| -4% | -$23.6K | 0.12% | 141 |
|
|
2021
Q4 | $658K | Buy |
11,615
+125
| +1% | +$7.08K | 0.14% | 134 |
|
|
2021
Q3 | $605K | Buy |
11,490
+900
| +8% | +$47.4K | 0.13% | 136 |
|
|
2021
Q2 | $569K | Buy |
10,590
+1,815
| +21% | +$97.5K | 0.12% | 143 |
|
|
2021
Q1 | $457K | Buy |
8,775
+1,910
| +28% | +$99.5K | 0.11% | 139 |
|
|
2020
Q4 | $316K | Buy |
6,865
+70
| +1% | +$3.22K | 0.08% | 155 |
|
|
2020
Q3 | $268K | Buy |
6,795
+80
| +1% | +$3.16K | 0.08% | 160 |
|
|
2020
Q2 | $239K | Buy |
+6,715
| New | +$239K | 0.08% | 170 |
|