Integrated Investment Consultants’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
$638K Buy
10,289
+208
+2% +$12.9K 0.13% 120
2025
Q1
$588K Buy
+10,081
New +$588K 0.12% 132
2024
Q1
Sell
-4,450
Closed -$247K 262
2023
Q4
$247K Buy
+4,450
New +$247K 0.08% 205
2023
Q3
Sell
-4,800
Closed -$251K 246
2023
Q2
$251K Buy
+4,800
New +$251K 0.08% 224
2020
Q4
Sell
-85,410
Closed -$180K 242
2020
Q3
$180K Buy
85,410
+5
+0% +$11 0.08% 193
2020
Q2
$173K Buy
85,405
+445
+0.5% +$901 0.08% 162
2020
Q1
$171K Buy
84,960
+980
+1% +$1.97K 0.1% 133
2019
Q4
$197K Buy
+83,980
New +$197K 0.08% 174
2018
Q2
Sell
-8,080
Closed -$303K 426
2018
Q1
$303K Buy
+8,080
New +$303K 0.12% 114
2017
Q3
$99K Hold
2,760
0.04% 298
2017
Q2
$96K Hold
2,760
0.04% 296
2017
Q1
$95K Hold
2,760
0.04% 298
2016
Q4
$91K Hold
2,760
0.04% 290
2016
Q3
$84K Hold
2,760
0.04% 309
2016
Q2
$82K Hold
2,760
0.05% 316
2016
Q1
$79K Buy
+2,760
New +$79K 0.05% 282