KCM Investment Advisors’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 | $2.48M | Buy |
39,949
+43
| +0.1% | +$2.67K | 0.08% | 143 |
|
|
2025
Q1 | $2.33M | Buy |
39,906
+531
| +1% | +$31K | 0.08% | 142 |
|
|
2024
Q4 | $2.45M | Buy |
39,375
+117
| +0.3% | +$7.29K | 0.08% | 144 |
|
|
2024
Q3 | $2.45M | Sell |
39,258
-867
| -2% | -$54K | 0.08% | 147 |
|
|
2024
Q2 | $2.35M | Sell |
40,125
-1,418
| -3% | -$83K | 0.08% | 142 |
|
|
2024
Q1 | $2.52M | Sell |
41,543
-742
| -2% | -$45.1K | 0.09% | 136 |
|
|
2023
Q4 | $2.34M | Buy |
42,285
+260
| +0.6% | +$14.4K | 0.09% | 141 |
|
|
2023
Q3 | $2.1M | Hold |
42,025
| – | – | 0.09% | 144 |
|
|
2023
Q2 | $2.2M | Sell |
42,025
-4,085
| -9% | -$214K | 0.09% | 148 |
|
|
2023
Q1 | $2.31M | Buy |
46,110
+8,305
| +22% | +$416K | 0.09% | 152 |
|
|
2022
Q4 | $1.83M | Buy |
37,805
+285
| +0.8% | +$13.8K | 0.08% | 160 |
|
|
2022
Q3 | $1.65M | Sell |
37,520
-125
| -0.3% | -$5.48K | 0.08% | 165 |
|
|
2022
Q2 | $1.7M | Sell |
37,645
-410
| -1% | -$18.5K | 0.07% | 170 |
|
|
2022
Q1 | $2.04M | Sell |
38,055
-310
| -0.8% | -$16.6K | 0.07% | 168 |
|
|
2021
Q4 | $2.17M | Sell |
38,365
-370
| -1% | -$20.9K | 0.08% | 165 |
|
|
2021
Q3 | $2.04M | Sell |
38,735
-1,345
| -3% | -$70.8K | 0.08% | 161 |
|
|
2021
Q2 | $2.15M | Buy |
40,080
+1,610
| +4% | +$86.5K | 0.09% | 155 |
|
|
2021
Q1 | $2M | Sell |
38,470
-2,135
| -5% | -$111K | 0.09% | 153 |
|
|
2020
Q4 | $1.87M | Buy |
40,605
+95
| +0.2% | +$4.37K | 0.09% | 148 |
|
|
2020
Q3 | $1.5M | Sell |
40,510
-7,790
| -16% | -$289K | 0.08% | 145 |
|
|
2020
Q2 | $1.72M | Buy |
48,300
+8,670
| +22% | +$308K | 0.1% | 138 |
|
|
2020
Q1 | $1.14M | Sell |
39,630
-3,515
| -8% | -$101K | 0.08% | 149 |
|
|
2019
Q4 | $1.78M | Buy |
43,145
+1,795
| +4% | +$73.9K | 0.1% | 138 |
|
|
2019
Q3 | $1.6M | Sell |
41,350
-2,440
| -6% | -$94.3K | 0.09% | 143 |
|
|
2019
Q2 | $1.7M | Buy |
43,790
+150
| +0.3% | +$5.83K | 0.1% | 139 |
|
|
2019
Q1 | $1.65M | Sell |
43,640
-4,335
| -9% | -$164K | 0.11% | 139 |
|
|
2018
Q4 | $1.59M | Buy |
47,975
+765
| +2% | +$25.4K | 0.11% | 170 |
|
|
2018
Q3 | $1.9M | Sell |
47,210
-550
| -1% | -$22.1K | 0.11% | 164 |
|
|
2018
Q2 | $1.86M | Buy |
47,760
+215
| +0.5% | +$8.38K | 0.11% | 163 |
|
|
2018
Q1 | $1.78M | Buy |
47,545
+115
| +0.2% | +$4.32K | 0.11% | 178 |
|
|
2017
Q4 | $1.8M | Buy |
47,430
+190
| +0.4% | +$7.21K | 0.11% | 188 |
|
|
2017
Q3 | $1.69M | Buy |
47,240
+705
| +2% | +$25.2K | 0.1% | 195 |
|
|
2017
Q2 | $1.62M | Sell |
46,535
-750
| -2% | -$26.1K | 0.1% | 201 |
|
|
2017
Q1 | $1.62M | Buy |
47,285
+95
| +0.2% | +$3.25K | 0.1% | 205 |
|
|
2016
Q4 | $1.56M | Buy |
47,190
+285
| +0.6% | +$9.42K | 0.11% | 206 |
|
|
2016
Q3 | $1.45M | Sell |
46,905
-3,000
| -6% | -$92.8K | 0.1% | 212 |
|
|
2016
Q2 | $1.49M | Buy |
49,905
+160
| +0.3% | +$4.78K | 0.1% | 205 |
|
|
2016
Q1 | $1.43M | Buy |
49,745
+2,635
| +6% | +$76K | 0.11% | 204 |
|
|
2015
Q4 | $1.31M | Sell |
47,110
-2,120
| -4% | -$59.1K | 0.1% | 209 |
|
|
2015
Q3 | $1.35M | Buy |
49,230
+5
| +0% | +$137 | 0.11% | 211 |
|
|
2015
Q2 | $1.48M | Sell |
49,225
-450
| -0.9% | -$13.5K | 0.12% | 207 |
|
|
2015
Q1 | $1.51M | Buy |
49,675
+1,200
| +2% | +$36.5K | 0.12% | 202 |
|
|
2014
Q4 | $1.4M | Buy |
48,475
+5
| +0% | +$145 | 0.12% | 207 |
|
|
2014
Q3 | $1.33M | Sell |
48,470
-470
| -1% | -$12.9K | 0.12% | 204 |
|
|
2014
Q2 | $1.4M | Buy |
48,940
+1,120
| +2% | +$32.1K | 0.13% | 196 |
|
|
2014
Q1 | $1.32M | Buy |
47,820
+4,400
| +10% | +$121K | 0.14% | 188 |
|
|
2013
Q4 | $1.16M | Buy |
43,420
+5
| +0% | +$134 | 0.13% | 192 |
|
|
2013
Q3 | $1.08M | Buy |
43,415
+600
| +1% | +$14.9K | 0.13% | 191 |
|
|
2013
Q2 | $989K | Buy |
+42,815
| New | +$989K | 0.12% | 197 |
|