IMS Capital 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 | $373K | Hold |
6,015
| – | – | 0.17% | 96 |
|
|
2025
Q1 | $351K | Sell |
6,015
-500
| -8% | -$29.2K | 0.18% | 99 |
|
|
2024
Q4 | $406K | Hold |
6,515
| – | – | 0.19% | 96 |
|
|
2024
Q3 | $406K | Sell |
6,515
-1,000
| -13% | -$62.3K | 0.18% | 98 |
|
|
2024
Q2 | $453K | Hold |
7,515
| – | – | 0.21% | 92 |
|
|
2024
Q1 | $456K | Hold |
7,515
| – | – | 0.21% | 90 |
|
|
2023
Q4 | $417K | Hold |
7,515
| – | – | 0.2% | 98 |
|
|
2023
Q3 | $375K | Sell |
7,515
-935
| -11% | -$46.6K | 0.22% | 95 |
|
|
2023
Q2 | $442K | Buy |
8,450
+935
| +12% | +$48.9K | 0.25% | 89 |
|
|
2023
Q1 | $376K | Sell |
7,515
-220
| -3% | -$11K | 0.22% | 99 |
|
|
2022
Q4 | $374K | Hold |
7,735
| – | – | 0.24% | 99 |
|
|
2022
Q3 | $339K | Hold |
7,735
| – | – | 0.23% | 93 |
|
|
2022
Q2 | $350K | Hold |
7,735
| – | – | 0.23% | 93 |
|
|
2022
Q1 | $415K | Buy |
7,735
+75
| +1% | +$4.02K | 0.22% | 95 |
|
|
2021
Q4 | $434K | Buy |
7,660
+565
| +8% | +$32K | 0.22% | 91 |
|
|
2021
Q3 | $373K | Sell |
7,095
-415
| -6% | -$21.8K | 0.22% | 88 |
|
|
2021
Q2 | $404K | Buy |
+7,510
| New | +$404K | 0.24% | 85 |
|