Key Financial Inc’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 | $626K | Sell |
10,088
-635
| -6% | -$39.4K | 0.13% | 140 |
|
|
2025
Q1 | $626K | Sell |
10,723
-480
| -4% | -$28K | 0.14% | 132 |
|
|
2024
Q4 | $698K | Buy |
11,203
+160
| +1% | +$9.97K | 0.16% | 116 |
|
|
2024
Q3 | $688K | Hold |
11,043
| – | – | 0.15% | 121 |
|
|
2024
Q2 | $646K | Buy |
11,043
+336
| +3% | +$19.7K | 0.15% | 118 |
|
|
2024
Q1 | $650K | Sell |
10,707
-298
| -3% | -$18.1K | 0.17% | 109 |
|
|
2023
Q4 | $610K | Hold |
11,005
| – | – | 0.17% | 108 |
|
|
2023
Q3 | $549K | Buy |
11,005
+215
| +2% | +$10.7K | 0.19% | 99 |
|
|
2023
Q2 | $564K | Sell |
10,790
-385
| -3% | -$20.1K | 0.19% | 98 |
|
|
2023
Q1 | $559K | Buy |
11,175
+1,030
| +10% | +$51.5K | 0.2% | 96 |
|
|
2022
Q4 | $445K | Hold |
10,145
| – | – | 0.21% | 94 |
|
|
2022
Q3 | $445K | Buy |
10,145
+595
| +6% | +$26.1K | 0.21% | 94 |
|
|
2022
Q2 | $438K | Buy |
9,550
+2,935
| +44% | +$135K | 0.24% | 80 |
|
|
2022
Q1 | $355K | Buy |
6,615
+1,280
| +24% | +$68.7K | 0.18% | 109 |
|
|
2021
Q4 | $302K | Buy |
5,335
+140
| +3% | +$7.93K | 0.15% | 113 |
|
|
2021
Q3 | $273K | Hold |
5,195
| – | – | 0.15% | 117 |
|
|
2021
Q2 | $280K | Sell |
5,195
-595
| -10% | -$32.1K | 0.16% | 114 |
|
|
2021
Q1 | $301K | Sell |
5,790
-95
| -2% | -$4.94K | 0.2% | 101 |
|
|
2020
Q4 | $271K | Buy |
+5,885
| New | +$271K | 0.2% | 90 |
|
|
2020
Q3 | – | Sell |
-7,610
| Closed | -$267K | – | 115 |
|
|
2020
Q2 | $267K | Sell |
7,610
-500
| -6% | -$17.5K | 0.31% | 82 |
|
|
2020
Q1 | $236K | Hold |
8,110
| – | – | 0.24% | 81 |
|
|
2019
Q4 | $334K | Buy |
+8,110
| New | +$334K | 0.31% | 73 |
|