Keystone Financial Group (Kentucky)’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 | $1.37M | Buy |
22,124
+73
| +0.3% | +$4.53K | 0.12% | 118 |
|
|
2025
Q1 | $1.29M | Sell |
22,051
-259
| -1% | -$15.1K | 0.13% | 112 |
|
|
2024
Q4 | $1.39M | Buy |
22,310
+386
| +2% | +$24.1K | 0.14% | 107 |
|
|
2024
Q3 | $1.37M | Buy |
+21,924
| New | +$1.37M | 0.17% | 89 |
|
|
2024
Q2 | – | Sell |
-23,018
| Closed | -$1.4M | – | 222 |
|
|
2024
Q1 | $1.4M | Buy |
23,018
+3,328
| +17% | +$202K | 0.2% | 87 |
|
|
2023
Q4 | $1.09M | Sell |
19,690
-3,185
| -14% | -$177K | 0.19% | 86 |
|
|
2023
Q3 | $1.14M | Sell |
22,875
-5,365
| -19% | -$268K | 0.19% | 91 |
|
|
2023
Q2 | $1.48M | Buy |
+28,240
| New | +$1.48M | 0.25% | 75 |
|
|
2022
Q4 | $1.73M | Buy |
35,785
+705
| +2% | +$34.1K | 0.34% | 67 |
|
|
2022
Q3 | $1.54M | Sell |
35,080
-2,245
| -6% | -$98.4K | 0.31% | 69 |
|
|
2022
Q2 | $1.69M | Sell |
37,325
-865
| -2% | -$39.1K | 0.33% | 72 |
|
|
2022
Q1 | $2.05M | Sell |
38,190
-205
| -0.5% | -$11K | 0.35% | 67 |
|
|
2021
Q4 | $2.17M | Buy |
38,395
+1,100
| +3% | +$62.3K | 0.36% | 63 |
|
|
2021
Q3 | $1.96M | Buy |
37,295
+475
| +1% | +$25K | 0.36% | 66 |
|
|
2021
Q2 | $1.98M | Buy |
36,820
+1,525
| +4% | +$82K | 0.36% | 65 |
|
|
2021
Q1 | $1.84M | Sell |
35,295
-635
| -2% | -$33.1K | 0.36% | 66 |
|
|
2020
Q4 | $1.65M | Buy |
35,930
+2,170
| +6% | +$99.7K | 0.34% | 70 |
|
|
2020
Q3 | $1.25M | Sell |
33,760
-950
| -3% | -$35.2K | 0.31% | 75 |
|
|
2020
Q2 | $1.23M | Sell |
34,710
-2,410
| -6% | -$85.7K | 0.34% | 72 |
|
|
2020
Q1 | $1.07M | Sell |
37,120
-2,025
| -5% | -$58.3K | 0.35% | 70 |
|
|
2019
Q4 | $1.61M | Buy |
39,145
+1,015
| +3% | +$41.8K | 0.43% | 56 |
|
|
2019
Q3 | $1.47M | Sell |
38,130
-355
| -0.9% | -$13.7K | 0.45% | 52 |
|
|
2019
Q2 | $1.5M | Buy |
38,485
+450
| +1% | +$17.5K | 0.49% | 53 |
|
|
2019
Q1 | $1.44M | Buy |
38,035
+3,735
| +11% | +$142K | 0.51% | 54 |
|
|
2018
Q4 | $1.14M | Buy |
34,300
+295
| +0.9% | +$9.8K | 0.51% | 58 |
|
|
2018
Q3 | $1.36M | Buy |
34,005
+6,565
| +24% | +$262K | 0.56% | 55 |
|
|
2018
Q2 | $1.07M | Buy |
27,440
+3,855
| +16% | +$150K | 0.6% | 49 |
|
|
2018
Q1 | $864K | Buy |
+23,585
| New | +$864K | 0.48% | 53 |
|