Investment Advisory Services’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 | $1.99M | Sell |
32,130
-14,591
| -31% | -$905K | 0.66% | 37 |
|
|
2025
Q1 | $2.73M | Buy |
46,721
+847
| +2% | +$49.4K | 0.99% | 28 |
|
|
2024
Q4 | $2.86M | Buy |
45,874
+4,413
| +11% | +$275K | 1.01% | 26 |
|
|
2024
Q3 | $2.58M | Buy |
41,461
+1,417
| +4% | +$88.3K | 0.91% | 27 |
|
|
2024
Q2 | $2.34M | Buy |
40,044
+1,834
| +5% | +$107K | 0.86% | 30 |
|
|
2024
Q1 | $2.32M | Buy |
38,210
+440
| +1% | +$26.7K | 0.85% | 31 |
|
|
2023
Q4 | $2.09M | Buy |
37,770
+2,840
| +8% | +$157K | 0.83% | 30 |
|
|
2023
Q3 | $1.74M | Buy |
34,930
+900
| +3% | +$44.9K | 0.75% | 31 |
|
|
2023
Q2 | $1.78M | Buy |
34,030
+5,330
| +19% | +$279K | 0.75% | 31 |
|
|
2023
Q1 | $1.44M | Sell |
28,700
-780
| -3% | -$39K | 0.71% | 35 |
|
|
2022
Q4 | $1.43M | Sell |
29,480
-440
| -1% | -$21.3K | 0.73% | 35 |
|
|
2022
Q3 | $1.31M | Sell |
29,920
-5,565
| -16% | -$244K | 0.78% | 34 |
|
|
2022
Q2 | $1.61M | Sell |
35,485
-4,075
| -10% | -$184K | 0.93% | 33 |
|
|
2022
Q1 | $2.12M | Sell |
39,560
-40
| -0.1% | -$2.15K | 1.18% | 27 |
|
|
2021
Q4 | $2.24M | Buy |
39,600
+6,600
| +20% | +$374K | 1.22% | 23 |
|
|
2021
Q3 | $1.74M | Buy |
33,000
+485
| +1% | +$25.5K | 1.06% | 28 |
|
|
2021
Q2 | $1.75M | Buy |
+32,515
| New | +$1.75M | 1.08% | 31 |
|
|
2020
Q4 | $1.24M | Sell |
26,905
-750
| -3% | -$34.5K | 0.87% | 38 |
|
|
2020
Q3 | $1.03M | Sell |
27,655
-475
| -2% | -$17.6K | 0.81% | 41 |
|
|
2020
Q2 | $1M | Sell |
28,130
-1,205
| -4% | -$42.8K | 0.85% | 36 |
|
|
2020
Q1 | $844K | Sell |
29,335
-16,185
| -36% | -$466K | 0.9% | 34 |
|
|
2019
Q4 | $1.88M | Buy |
+45,520
| New | +$1.88M | 1.69% | 20 |
|