IFP Advisors’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 | $12.1M | Buy |
194,470
+31,790
| +20% | +$1.97M | 0.34% | 52 |
|
|
2025
Q1 | $9.49M | Buy |
162,680
+24,920
| +18% | +$1.45M | 0.29% | 68 |
|
|
2024
Q4 | $8.58M | Buy |
137,760
+5,819
| +4% | +$363K | 0.28% | 67 |
|
|
2024
Q3 | $8.22M | Buy |
131,941
+5,728
| +5% | +$357K | 0.3% | 69 |
|
|
2024
Q2 | $7.39M | Buy |
126,213
+18,782
| +17% | +$1.1M | 0.29% | 69 |
|
|
2024
Q1 | $6.53M | Sell |
107,431
-6,339
| -6% | -$385K | 0.29% | 72 |
|
|
2023
Q4 | $6.31M | Sell |
113,770
-34,170
| -23% | -$1.89M | 0.3% | 73 |
|
|
2023
Q3 | $7.38M | Sell |
147,940
-2,930
| -2% | -$146K | 0.33% | 67 |
|
|
2023
Q2 | $7.89M | Sell |
150,870
-27,700
| -16% | -$1.45M | 0.33% | 62 |
|
|
2023
Q1 | $7.04M | Sell |
178,570
-321,795
| -64% | -$12.7M | 0.31% | 60 |
|
|
2022
Q4 | $19.8M | Buy |
500,365
+259,925
| +108% | +$10.3M | 0.53% | 25 |
|
|
2022
Q3 | $9.55M | Buy |
240,440
+43,315
| +22% | +$1.72M | 0.25% | 82 |
|
|
2022
Q2 | $7.83M | Hold |
197,125
| – | – | 0.25% | 87 |
|
|
2022
Q1 | $7.83M | Buy |
197,125
+60,665
| +44% | +$2.41M | 0.25% | 87 |
|
|
2021
Q4 | $7.73M | Buy |
136,460
+2,845
| +2% | +$161K | 0.15% | 77 |
|
|
2021
Q3 | $7.04M | Buy |
133,615
+4,790
| +4% | +$253K | 0.14% | 84 |
|
|
2021
Q2 | $6.92M | Buy |
128,825
+7,220
| +6% | +$388K | 0.14% | 84 |
|
|
2021
Q1 | $6.34M | Sell |
121,605
-186,405
| -61% | -$9.72M | 0.12% | 86 |
|
|
2020
Q4 | $14.2M | Sell |
308,010
-6,120
| -2% | -$281K | 0.57% | 22 |
|
|
2020
Q3 | $11.6M | Sell |
314,130
-3,865
| -1% | -$143K | 0.69% | 24 |
|
|
2020
Q2 | $11.2M | Buy |
317,995
+28,385
| +10% | +$997K | 0.89% | 13 |
|
|
2020
Q1 | $8.46M | Sell |
289,610
-33,680
| -10% | -$984K | 0.85% | 17 |
|
|
2019
Q4 | $13.3M | Sell |
323,290
-94,370
| -23% | -$3.88M | 1% | 10 |
|
|
2019
Q3 | $16M | Buy |
+417,660
| New | +$16M | 1.07% | 9 |
|
|
2019
Q1 | $15.4M | Sell |
405,240
-300,895
| -43% | -$11.4M | 2.1% | 5 |
|
|
2018
Q4 | $23.2M | Sell |
706,135
-448,345
| -39% | -$14.7M | 1.41% | 4 |
|
|
2018
Q3 | $46.5M | Sell |
1,154,480
-6,230
| -0.5% | -$251K | 1.89% | 4 |
|
|
2018
Q2 | $45.2M | Buy |
1,160,710
+52,665
| +5% | +$2.05M | 1.9% | 3 |
|
|
2018
Q1 | $42.1M | Hold |
1,108,045
| – | – | 1.91% | 3 |
|
|
2017
Q4 | $42.1M | Buy |
1,108,045
+29,400
| +3% | +$1.12M | 1.91% | 3 |
|
|
2017
Q3 | $38.6M | Sell |
1,078,645
-86,715
| -7% | -$3.1M | 1.53% | 4 |
|
|
2017
Q2 | $40.5M | Buy |
1,165,360
+149,780
| +15% | +$5.21M | 1.72% | 2 |
|
|
2017
Q1 | $34.8M | Buy |
1,015,580
+318,925
| +46% | +$10.9M | 1.51% | 3 |
|
|
2016
Q4 | $23M | Buy |
696,655
+143,510
| +26% | +$4.75M | 1.11% | 8 |
|
|
2016
Q3 | $17.1M | Buy |
553,145
+84,590
| +18% | +$2.62M | 0.89% | 11 |
|
|
2016
Q2 | $14M | Buy |
468,555
+63,315
| +16% | +$1.89M | 0.78% | 16 |
|
|
2016
Q1 | $15.4M | Buy |
405,240
+79,850
| +25% | +$3.03M | 2.1% | 5 |
|
|
2015
Q4 | $9.07M | Buy |
+325,390
| New | +$9.07M | 0.61% | 29 |
|