Joel Isaacson & Co’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 | $3.64M | Sell |
58,665
-1,093
| -2% | -$67.8K | 0.15% | 71 |
|
|
2025
Q1 | $3.49M | Sell |
59,758
-3,167
| -5% | -$185K | 0.16% | 61 |
|
|
2024
Q4 | $3.92M | Buy |
62,925
+3,882
| +7% | +$242K | 0.18% | 55 |
|
|
2024
Q3 | $3.68M | Sell |
59,043
-4,848
| -8% | -$302K | 0.18% | 56 |
|
|
2024
Q2 | $3.74M | Buy |
63,891
+956
| +2% | +$55.9K | 0.2% | 50 |
|
|
2024
Q1 | $3.82M | Buy |
62,935
+4,825
| +8% | +$293K | 0.21% | 50 |
|
|
2023
Q4 | $3.22M | Buy |
58,110
+7,860
| +16% | +$436K | 0.2% | 49 |
|
|
2023
Q3 | $2.51M | Buy |
50,250
+5,130
| +11% | +$256K | 0.17% | 58 |
|
|
2023
Q2 | $2.36M | Buy |
45,120
+6,110
| +16% | +$320K | 0.16% | 61 |
|
|
2023
Q1 | $1.95M | Buy |
39,010
+1,450
| +4% | +$72.5K | 0.14% | 73 |
|
|
2022
Q4 | $1.82M | Buy |
37,560
+15,535
| +71% | +$752K | 0.14% | 73 |
|
|
2022
Q3 | $966K | Buy |
22,025
+9,315
| +73% | +$409K | 0.08% | 107 |
|
|
2022
Q2 | $575K | Sell |
12,710
-225
| -2% | -$10.2K | 0.05% | 148 |
|
|
2022
Q1 | $677K | Buy |
12,935
+225
| +2% | +$11.8K | 0.05% | 150 |
|
|
2021
Q4 | $720K | Hold |
12,710
| – | – | 0.05% | 152 |
|
|
2021
Q3 | $669K | Hold |
12,710
| – | – | 0.05% | 153 |
|
|
2021
Q2 | $683K | Sell |
12,710
-800
| -6% | -$43K | 0.05% | 144 |
|
|
2021
Q1 | $703K | Hold |
13,510
| – | – | 0.06% | 122 |
|
|
2020
Q4 | $621K | Hold |
13,510
| – | – | 0.06% | 124 |
|
|
2020
Q3 | $501K | Sell |
13,510
-125
| -0.9% | -$4.64K | 0.07% | 127 |
|
|
2020
Q2 | $485K | Sell |
13,635
-1,485
| -10% | -$52.8K | 0.07% | 120 |
|
|
2020
Q1 | $435K | Buy |
15,120
+835
| +6% | +$24K | 0.08% | 114 |
|
|
2019
Q4 | $588K | Buy |
14,285
+410
| +3% | +$16.9K | 0.08% | 116 |
|
|
2019
Q3 | $536K | Hold |
13,875
| – | – | 0.08% | 116 |
|
|
2019
Q2 | $539K | Hold |
13,875
| – | – | 0.08% | 120 |
|
|
2019
Q1 | $526K | Buy |
13,875
+1,850
| +15% | +$70.1K | 0.08% | 129 |
|
|
2018
Q4 | $423K | Sell |
12,025
-150
| -1% | -$5.28K | 0.07% | 150 |
|
|
2018
Q3 | $490K | Hold |
12,175
| – | – | 0.08% | 123 |
|
|
2018
Q2 | $474K | Buy |
12,175
+270
| +2% | +$10.5K | 0.08% | 123 |
|
|
2018
Q1 | $447K | Hold |
11,905
| – | – | 0.08% | 121 |
|
|
2017
Q4 | $452K | Hold |
11,905
| – | – | 0.08% | 120 |
|
|
2017
Q3 | $426K | Sell |
11,905
-900
| -7% | -$32.2K | 0.08% | 119 |
|
|
2017
Q2 | $445K | Hold |
12,805
| – | – | 0.08% | 106 |
|
|
2017
Q1 | $438K | Hold |
12,805
| – | – | 0.09% | 104 |
|
|
2016
Q4 | $423K | Hold |
12,805
| – | – | 0.09% | 96 |
|
|
2016
Q3 | $396K | Buy |
12,805
+150
| +1% | +$4.64K | 0.08% | 110 |
|
|
2016
Q2 | $378K | Sell |
12,655
-750
| -6% | -$22.4K | 0.08% | 110 |
|
|
2016
Q1 | $387K | Hold |
13,405
| – | – | 0.09% | 112 |
|
|
2015
Q4 | $374K | Hold |
13,405
| – | – | 0.09% | 101 |
|
|
2015
Q3 | $366K | Hold |
13,405
| – | – | 0.1% | 93 |
|
|
2015
Q2 | $402K | Hold |
13,405
| – | – | 0.1% | 98 |
|
|
2015
Q1 | $407K | Sell |
13,405
-3,520
| -21% | -$107K | 0.1% | 99 |
|
|
2014
Q4 | $490K | Buy |
16,925
+11,820
| +232% | +$342K | 0.13% | 75 |
|
|
2014
Q3 | $140K | Buy |
5,105
+1,500
| +42% | +$41.1K | 0.04% | 169 |
|
|
2014
Q2 | $103K | Hold |
3,605
| – | – | 0.03% | 199 |
|
|
2014
Q1 | $99K | Hold |
3,605
| – | – | 0.03% | 200 |
|
|
2013
Q4 | $96K | Hold |
3,605
| – | – | 0.03% | 192 |
|
|
2013
Q3 | $90K | Hold |
3,605
| – | – | 0.04% | 187 |
|
|
2013
Q2 | $83K | Buy |
+3,605
| New | +$83K | 0.04% | 167 |
|