Howe & Rusling’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Howe & Rusling’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.09K	Hold	66	–	–	﹤0.01%	441
2025 Q1	$3.85K	Sell	66 -107	-62%	-$6.24K	﹤0.01%	409
2024 Q4	$10.8K	Buy	173 +108	+166%	+$6.73K	﹤0.01%	374
2024 Q3	$4.05K	Sell	65 -300	-82%	-$18.7K	﹤0.01%	377
2024 Q2	$21.4K	Buy	365 +180	+97%	+$10.5K	﹤0.01%	307
2024 Q1	$11.2K	Sell	185 -40	-18%	-$2.43K	﹤0.01%	338
2023 Q4	$12.5K	Hold	225	–	–	﹤0.01%	319
2023 Q3	$11.2K	Hold	225	–	–	﹤0.01%	295
2023 Q2	$11.8K	Buy	+225	New	+$11.8K	﹤0.01%	296
2023 Q1	–	Sell	-125	Closed	-$6.05K	–	321
2022 Q4	$6.05K	Sell	125 -610	-83%	-$29.5K	﹤0.01%	291
2022 Q3	$32K	Buy	735 +335	+84%	+$14.6K	﹤0.01%	365
2022 Q2	$18K	Hold	400	–	–	﹤0.01%	435
2022 Q1	$21K	Hold	400	–	–	﹤0.01%	410
2021 Q4	$23K	Sell	400 -115	-22%	-$6.61K	﹤0.01%	409
2021 Q3	$27K	Hold	515	–	–	﹤0.01%	373
2021 Q2	$28K	Hold	515	–	–	﹤0.01%	354
2021 Q1	$27K	Buy	515 +115	+29%	+$6.03K	﹤0.01%	353
2020 Q4	$18K	Hold	400	–	–	﹤0.01%	401
2020 Q3	$15K	Hold	400	–	–	﹤0.01%	380
2020 Q2	$14K	Sell	400 -4,350	-92%	-$152K	﹤0.01%	392
2020 Q1	$137K	Hold	4,750	–	–	0.03%	167
2019 Q4	$196K	Hold	4,750	–	–	0.03%	191
2019 Q3	$184K	Hold	4,750	–	–	0.03%	198
2019 Q2	$185K	Buy	4,750 +4,350	+1,088%	+$169K	0.03%	199
2019 Q1	$15K	Sell	400 -400	-50%	-$15K	﹤0.01%	398
2018 Q4	$27K	Hold	800	–	–	0.01%	310
2018 Q3	$32K	Hold	800	–	–	0.01%	325
2018 Q2	$31K	Hold	800	–	–	0.01%	305
2018 Q1	$30K	Hold	800	–	–	0.01%	333
2017 Q4	$30K	Sell	800 -880	-52%	-$33K	0.01%	343
2017 Q3	$60K	Buy	+1,680	New	+$60K	0.01%	281
2017 Q1	–	Sell	-2,330	Closed	-$77K	–	1029
2016 Q4	$77K	Buy	+2,330	New	+$77K	0.02%	224
2016 Q2	–	Sell	-1,170	Closed	-$34K	–	1003
2016 Q1	$34K	Buy	+1,170	New	+$34K	0.01%	322
2014 Q1	–	Sell	-2,825	Closed	-$76K	–	878
2013 Q4	$76K	Buy	2,825 +1,235	+78%	+$33.2K	0.02%	240
2013 Q3	$39K	Hold	1,590	–	–	0.01%	365
2013 Q2	$37K	Buy	+1,590	New	+$37K	0.01%	385