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