Journey 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 | $42.4M | Sell |
683,248
-54,433
| -7% | -$3.38M | 3.29% | 3 |
|
|
2025
Q1 | $43M | Sell |
737,681
-9,213
| -1% | -$538K | 3.52% | 2 |
|
|
2024
Q4 | $43.7M | Hold |
746,894
| – | – | 5.23% | 1 |
|
|
2024
Q3 | $43.7M | Sell |
746,894
-175
| -0% | -$10.2K | 5.23% | 1 |
|
|
2024
Q2 | $43.7M | Buy |
747,069
+8,638
| +1% | +$505K | 5.23% | 1 |
|
|
2024
Q1 | $44.9M | Buy |
738,431
+28,946
| +4% | +$1.76M | 5.53% | 1 |
|
|
2023
Q4 | $39.3M | Buy |
709,485
+69,760
| +11% | +$3.87M | 5.35% | 1 |
|
|
2023
Q3 | $31.9M | Buy |
639,725
+166,770
| +35% | +$8.32M | 4.77% | 1 |
|
|
2023
Q2 | $24.7M | Buy |
472,955
+31,345
| +7% | +$1.64M | 3.68% | 3 |
|
|
2023
Q1 | $22.1M | Buy |
441,610
+113,300
| +35% | +$5.67M | 3.47% | 4 |
|
|
2022
Q4 | $15.9M | Buy |
328,310
+2,110
| +0.6% | +$102K | 3.95% | 4 |
|
|
2022
Q3 | $14.3M | Buy |
326,200
+11,145
| +4% | +$489K | 3.65% | 5 |
|
|
2022
Q2 | $15.8M | Buy |
315,055
+46,345
| +17% | +$2.33M | 3.63% | 4 |
|
|
2022
Q1 | $14.4M | Buy |
268,710
+69,535
| +35% | +$3.73M | 3.65% | 5 |
|
|
2021
Q4 | $11.3M | Buy |
199,175
+13,180
| +7% | +$746K | 3.12% | 4 |
|
|
2021
Q3 | $9.79M | Sell |
185,995
-1,690
| -0.9% | -$88.9K | 3.17% | 5 |
|
|
2021
Q2 | $10.1M | Buy |
187,685
+5,520
| +3% | +$297K | 3.2% | 4 |
|
|
2021
Q1 | $9.48M | Buy |
182,165
+685
| +0.4% | +$35.7K | 3.32% | 3 |
|
|
2020
Q4 | $8.34M | Buy |
+181,480
| New | +$8.34M | 3.12% | 3 |
|