Kavar Capital Partners 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 | $1.32M | Sell |
21,314
-174
| -0.8% | -$10.8K | 0.19% | 93 |
|
2025
Q1 | $1.25M | Hold |
21,488
| – | – | 0.21% | 87 |
|
2024
Q4 | $1.34M | Sell |
21,488
-20
| -0.1% | -$1.25K | 0.23% | 82 |
|
2024
Q3 | $1.34M | Buy |
21,508
+20
| +0.1% | +$1.25K | 0.21% | 88 |
|
2024
Q2 | $1.26M | Sell |
21,488
-402
| -2% | -$23.5K | 0.23% | 84 |
|
2024
Q1 | $1.33M | Sell |
21,890
-21,890
| -50% | -$1.33M | 0.25% | 81 |
|
2023
Q4 | $2.43M | Buy |
43,780
+22,325
| +104% | +$1.24M | 0.27% | 76 |
|
2023
Q3 | $1.07M | Sell |
21,455
-540
| -2% | -$26.9K | 0.23% | 83 |
|
2023
Q2 | $1.15M | Hold |
21,995
| – | – | 0.25% | 83 |
|
2023
Q1 | $1.1M | Hold |
21,995
| – | – | 0.24% | 83 |
|
2022
Q4 | $1.06M | Hold |
21,995
| – | – | 0.25% | 80 |
|
2022
Q3 | $965K | Hold |
21,995
| – | – | 0.25% | 84 |
|
2022
Q2 | $995K | Hold |
21,995
| – | – | 0.23% | 84 |
|
2022
Q1 | $1.18M | Hold |
21,995
| – | – | 0.26% | 83 |
|
2021
Q4 | $1.25M | Sell |
21,995
-195
| -0.9% | -$11K | 0.26% | 84 |
|
2021
Q3 | $1.17M | Hold |
22,190
| – | – | 0.27% | 87 |
|
2021
Q2 | $1.19M | Buy |
22,190
+14,645
| +194% | +$787K | 0.29% | 85 |
|
2021
Q1 | $393K | Hold |
7,545
| – | – | 0.11% | 111 |
|
2020
Q4 | $347K | Hold |
7,545
| – | – | 0.1% | 124 |
|
2020
Q3 | $280K | Hold |
7,545
| – | – | 0.09% | 123 |
|
2020
Q2 | $268K | Hold |
7,545
| – | – | 0.1% | 107 |
|
2020
Q1 | $217K | Hold |
7,545
| – | – | 0.1% | 106 |
|
2019
Q4 | $311K | Hold |
7,545
| – | – | 0.12% | 104 |
|
2019
Q3 | $292K | Hold |
7,545
| – | – | 0.11% | 111 |
|
2019
Q2 | $293K | Hold |
7,545
| – | – | 0.12% | 102 |
|
2019
Q1 | $286K | Hold |
7,545
| – | – | 0.13% | 104 |
|
2018
Q4 | $251K | Hold |
7,545
| – | – | 0.14% | 92 |
|
2018
Q3 | $304K | Buy |
7,545
+540
| +8% | +$21.8K | 0.15% | 84 |
|
2018
Q2 | $273K | Hold |
7,005
| – | – | 0.14% | 91 |
|
2018
Q1 | $263K | Sell |
7,005
-2,000
| -22% | -$75.1K | 0.14% | 93 |
|
2017
Q4 | $342K | Hold |
9,005
| – | – | 0.18% | 83 |
|
2017
Q3 | $322K | Hold |
9,005
| – | – | 0.18% | 89 |
|
2017
Q2 | $313K | Hold |
9,005
| – | – | 0.17% | 93 |
|
2017
Q1 | $308K | Sell |
9,005
-260
| -3% | -$8.89K | 0.17% | 93 |
|
2016
Q4 | $306K | Sell |
9,265
-155
| -2% | -$5.12K | 0.19% | 83 |
|
2016
Q3 | $291K | Hold |
9,420
| – | – | 0.19% | 88 |
|
2016
Q2 | $281K | Sell |
9,420
-330
| -3% | -$9.84K | 0.18% | 90 |
|
2016
Q1 | $281K | Sell |
9,750
-970
| -9% | -$28K | 0.19% | 88 |
|
2015
Q4 | $298K | Hold |
10,720
| – | – | 0.19% | 90 |
|
2015
Q3 | $292K | Sell |
10,720
-5,080
| -32% | -$138K | 0.21% | 89 |
|
2015
Q2 | $473K | Sell |
15,800
-1,440
| -8% | -$43.1K | 0.32% | 92 |
|
2015
Q1 | $524K | Sell |
17,240
-175
| -1% | -$5.32K | 0.45% | 78 |
|
2014
Q4 | $504K | Sell |
17,415
-680
| -4% | -$19.7K | 0.4% | 98 |
|
2014
Q3 | $495K | Sell |
18,095
-5,100
| -22% | -$140K | 0.42% | 94 |
|
2014
Q2 | $664K | Sell |
23,195
-15,865
| -41% | -$454K | 0.56% | 77 |
|
2014
Q1 | $1.07M | Sell |
39,060
-925
| -2% | -$25.4K | 0.89% | 41 |
|
2013
Q4 | $1.07M | Buy |
+39,985
| New | +$1.07M | 0.96% | 37 |
|