Insight 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 | $3.17M | Buy |
51,146
+1,822
| +4% | +$113K | 0.51% | 34 |
|
|
2025
Q1 | $2.88M | Buy |
49,324
+9,500
| +24% | +$554K | 0.5% | 34 |
|
|
2024
Q4 | $2.48M | Buy |
39,824
+4,651
| +13% | +$289K | 0.42% | 38 |
|
|
2024
Q3 | $2.19M | Buy |
35,173
+24,824
| +240% | +$1.55M | 0.38% | 42 |
|
|
2024
Q2 | $606K | Buy |
10,349
+166
| +2% | +$9.71K | 0.11% | 125 |
|
|
2024
Q1 | $619K | Buy |
10,183
+433
| +4% | +$26.3K | 0.12% | 128 |
|
|
2023
Q4 | $540K | Sell |
9,750
-485
| -5% | -$26.9K | 0.11% | 132 |
|
|
2023
Q3 | $510K | Sell |
10,235
-70
| -0.7% | -$3.49K | 0.12% | 133 |
|
|
2023
Q2 | $539K | Sell |
10,305
-20
| -0.2% | -$1.05K | 0.12% | 129 |
|
|
2023
Q1 | $517K | Sell |
10,325
-50
| -0.5% | -$2.5K | 0.12% | 134 |
|
|
2022
Q4 | $499K | Sell |
10,375
-225
| -2% | -$10.8K | 0.17% | 155 |
|
|
2022
Q3 | $465K | Sell |
10,600
-50
| -0.5% | -$2.19K | 0.18% | 143 |
|
|
2022
Q2 | $530K | Sell |
10,650
-435
| -4% | -$21.6K | 0.18% | 142 |
|
|
2022
Q1 | $595K | Sell |
11,085
-2,015
| -15% | -$108K | 0.18% | 141 |
|
|
2021
Q4 | $742K | Buy |
13,100
+455
| +4% | +$25.8K | 0.22% | 110 |
|
|
2021
Q3 | $726K | Buy |
12,645
+70
| +0.6% | +$4.02K | 0.22% | 123 |
|
|
2021
Q2 | $676K | Buy |
12,575
+1,480
| +13% | +$79.6K | 0.21% | 122 |
|
|
2021
Q1 | $603K | Sell |
11,095
-210
| -2% | -$11.4K | 0.19% | 139 |
|
|
2020
Q4 | $520K | Buy |
+11,305
| New | +$520K | 0.2% | 128 |
|