Investment Research & Advisory Group’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 | $898K | Buy |
14,472
+25
| +0.2% | +$1.55K | 0.33% | 46 |
|
|
2025
Q1 | $843K | Sell |
14,447
-110,231
| -88% | -$6.43M | 0.35% | 44 |
|
|
2024
Q4 | $777K | Buy |
124,678
+112,285
| +906% | +$700K | 0.32% | 47 |
|
|
2024
Q3 | $772K | Buy |
12,393
+716
| +6% | +$44.6K | 0.33% | 46 |
|
|
2024
Q2 | $683K | Buy |
11,677
+84
| +0.7% | +$4.92K | 0.3% | 48 |
|
|
2024
Q1 | $704K | Buy |
11,593
+78
| +0.7% | +$4.74K | 0.32% | 46 |
|
|
2023
Q4 | $638K | Buy |
11,515
+320
| +3% | +$17.7K | 0.33% | 47 |
|
|
2023
Q3 | $558K | Sell |
11,195
-1,365
| -11% | -$68.1K | 0.32% | 47 |
|
|
2023
Q2 | $657K | Buy |
12,560
+1,170
| +10% | +$61.2K | 0.38% | 46 |
|
|
2023
Q1 | $570K | Hold |
11,390
| – | – | 0.37% | 46 |
|
|
2022
Q4 | $551K | Hold |
11,390
| – | – | 0.36% | 46 |
|
|
2022
Q3 | $499K | Hold |
11,390
| – | – | 0.37% | 46 |
|
|
2022
Q2 | $515K | Hold |
11,390
| – | – | 0.37% | 44 |
|
|
2022
Q1 | $611K | Buy |
11,390
+540
| +5% | +$29K | 0.38% | 43 |
|
|
2021
Q4 | $614K | Hold |
10,850
| – | – | 0.37% | 41 |
|
|
2021
Q3 | $575K | Buy |
10,850
+5,160
| +91% | +$273K | 0.38% | 45 |
|
|
2021
Q2 | $306K | Buy |
5,690
+445
| +8% | +$23.9K | 0.2% | 52 |
|
|
2021
Q1 | $273K | Hold |
5,245
| – | – | 0.2% | 50 |
|
|
2020
Q4 | $241K | Hold |
5,245
| – | – | 0.18% | 53 |
|
|
2020
Q3 | $194K | Hold |
5,245
| – | – | 0.16% | 58 |
|
|
2020
Q2 | $186K | Hold |
5,245
| – | – | 0.17% | 56 |
|
|
2020
Q1 | $151K | Hold |
5,245
| – | – | 0.14% | 52 |
|
|
2019
Q4 | $216K | Buy |
+5,245
| New | +$216K | 0.2% | 48 |
|