Ken Fisher’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 | $1.23M | Buy |
19,889
+899
| +5% | +$55.8K | ﹤0.01% | 662 |
|
|
2025
Q1 | $1.11M | Buy |
18,990
+1,082
| +6% | +$63.1K | ﹤0.01% | 662 |
|
|
2024
Q4 | $1.12M | Buy |
17,908
+4,492
| +33% | +$280K | ﹤0.01% | 648 |
|
|
2024
Q3 | $836K | Sell |
13,416
-15,839
| -54% | -$987K | ﹤0.01% | 684 |
|
|
2024
Q2 | $1.71M | Buy |
29,255
+14,375
| +97% | +$841K | ﹤0.01% | 609 |
|
|
2024
Q1 | $904K | Sell |
14,880
-3,700
| -20% | -$225K | ﹤0.01% | 697 |
|
|
2023
Q4 | $1.03M | Buy |
18,580
+7,145
| +62% | +$396K | ﹤0.01% | 685 |
|
|
2023
Q3 | $570K | Sell |
11,435
-1,585
| -12% | -$79.1K | ﹤0.01% | 832 |
|
|
2023
Q2 | $681K | Buy |
13,020
+3,000
| +30% | +$157K | ﹤0.01% | 835 |
|
|
2023
Q1 | $501K | Buy |
10,020
+970
| +11% | +$48.5K | ﹤0.01% | 851 |
|
|
2022
Q4 | $438K | Buy |
9,050
+3,740
| +70% | +$181K | ﹤0.01% | 853 |
|
|
2022
Q3 | $233K | Sell |
5,310
-6,240
| -54% | -$274K | ﹤0.01% | 861 |
|
|
2022
Q2 | $523K | Sell |
11,550
-11,565
| -50% | -$524K | ﹤0.01% | 712 |
|
|
2022
Q1 | $1.24M | Buy |
23,115
+1,550
| +7% | +$83.2K | ﹤0.01% | 611 |
|
|
2021
Q4 | $1.22M | Buy |
21,565
+13,325
| +162% | +$754K | ﹤0.01% | 615 |
|
|
2021
Q3 | $434K | Buy |
+8,240
| New | +$434K | ﹤0.01% | 749 |
|
|
2021
Q2 | – | Sell |
-5,225
| Closed | -$272K | – | 948 |
|
|
2021
Q1 | $272K | Sell |
5,225
-5,830
| -53% | -$303K | ﹤0.01% | 810 |
|
|
2020
Q4 | $508K | Buy |
+11,055
| New | +$508K | ﹤0.01% | 705 |
|
|
2020
Q2 | – | Sell |
-17,660
| Closed | -$508K | – | 842 |
|
|
2020
Q1 | $508K | Buy |
+17,660
| New | +$508K | ﹤0.01% | 614 |
|
|
2019
Q4 | – | Sell |
-7,985
| Closed | -$309K | – | 842 |
|
|
2019
Q3 | $309K | Sell |
7,985
-425
| -5% | -$16.4K | ﹤0.01% | 739 |
|
|
2019
Q2 | $327K | Buy |
8,410
+2,790
| +50% | +$108K | ﹤0.01% | 724 |
|
|
2019
Q1 | $213K | Sell |
5,620
-3,440
| -38% | -$130K | ﹤0.01% | 757 |
|
|
2018
Q4 | $301K | Sell |
9,060
-3,860
| -30% | -$128K | ﹤0.01% | 717 |
|
|
2018
Q3 | $520K | Buy |
+12,920
| New | +$520K | ﹤0.01% | 649 |
|
|
2018
Q1 | – | Sell |
-6,325
| Closed | -$240K | – | 794 |
|
|
2017
Q4 | $240K | Sell |
6,325
-1,280
| -17% | -$48.6K | ﹤0.01% | 785 |
|
|
2017
Q3 | $272K | Buy |
7,605
+485
| +7% | +$17.3K | ﹤0.01% | 699 |
|
|
2017
Q2 | $248K | Buy |
+7,120
| New | +$248K | ﹤0.01% | 676 |
|
|
2016
Q4 | – | Sell |
-10,850
| Closed | -$336K | – | 745 |
|
|
2016
Q3 | $336K | Buy |
+10,850
| New | +$336K | ﹤0.01% | 617 |
|
|
2014
Q4 | – | Sell |
-9,715
| Closed | -$266K | – | 589 |
|
|
2014
Q3 | $266K | Buy |
+9,715
| New | +$266K | ﹤0.01% | 488 |
|