Howe & Rusling’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $55.1K | Buy |
816
+751
| +1,155% | +$52.1K | ﹤0.01% | 358 |
|
|
2025
Q4 | $4.29K | Hold |
65
| – | – | ﹤0.01% | 449 |
|
|
2025
Q3 | $4.24K | Sell |
65
-1
| -2% | -$64 | ﹤0.01% | 436 |
|
|
2025
Q2 | $4.09K | Hold |
66
| – | – | ﹤0.01% | 441 |
|
|
2025
Q1 | $3.85K | Sell |
66
-107
| -62% | -$6.64K | ﹤0.01% | 409 |
|
|
2024
Q4 | $10.8K | Buy |
173
+108
| +166% | +$6.93K | ﹤0.01% | 374 |
|
|
2024
Q3 | $4.05K | Sell |
65
-300
| -82% | -$18.1K | ﹤0.01% | 377 |
|
|
2024
Q2 | $21.4K | Buy |
365
+180
| +97% | +$10.6K | ﹤0.01% | 307 |
|
|
2024
Q1 | $11.2K | Sell |
185
-40
| -18% | -$2.27K | ﹤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 | +$11.2K | ﹤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% | +$16.2K | ﹤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% | -$6.4K | ﹤0.01% | 409 |
|
|
2021
Q3 | $27K | Hold |
515
| – | – | ﹤0.01% | 374 |
|
|
2021
Q2 | $28K | Hold |
515
| – | – | ﹤0.01% | 359 |
|
|
2021
Q1 | $27K | Buy |
515
+115
| +29% | +$5.74K | ﹤0.01% | 360 |
|
|
2020
Q4 | $18K | Hold |
400
| – | – | ﹤0.01% | 404 |
|
|
2020
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 380 |
|
|
2020
Q2 | $14K | Sell |
400
-4,350
| -92% | -$144K | ﹤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% | +$167K | 0.03% | 199 |
|
|
2019
Q1 | $15K | Sell |
400
-400
| -50% | -$14.8K | ﹤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% | -$32.5K | 0.01% | 343 |
|
|
2017
Q3 | $60K | Buy |
+1,680
| New | +$58.5K | 0.01% | 281 |
|
|
2017
Q1 | – | Sell |
-2,330
| Closed | -$77K | – | 1029 |
|
|
2016
Q4 | $77K | Buy |
+2,330
| New | +$73.9K | 0.02% | 224 |
|
|
2016
Q2 | – | Sell |
-1,170
| Closed | -$34K | – | 1003 |
|
|
2016
Q1 | $34K | Buy |
+1,170
| New | +$31.3K | 0.01% | 322 |
|
|
2014
Q1 | – | Sell |
-2,825
| Closed | -$76K | – | 878 |
|
|
2013
Q4 | $76K | Buy |
2,825
+1,235
| +78% | +$31.9K | 0.02% | 240 |
|
|
2013
Q3 | $39K | Hold |
1,590
| – | – | 0.01% | 365 |
|
|
2013
Q2 | $37K | Buy |
+1,590
| New | +$36.9K | 0.01% | 385 |
|
Other funds holding IJH
