Lake Street Private Wealth’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1M | Buy |
193,608
+31,030
| +19% | +$2.15M | 1.66% | 11 |
|
|
2025
Q4 | $10.7M | Buy |
162,578
+8,562
| +6% | +$561K | 1.31% | 15 |
|
|
2025
Q3 | $10.1M | Buy |
154,016
+2,343
| +2% | +$151K | 1.3% | 16 |
|
|
2025
Q2 | $9.41M | Buy |
151,673
+6,568
| +5% | +$386K | 1.34% | 12 |
|
|
2025
Q1 | $8.47M | Buy |
145,105
+4,373
| +3% | +$272K | 1.38% | 12 |
|
|
2024
Q4 | $8.77M | Buy |
140,732
+12,018
| +9% | +$771K | 1.4% | 13 |
|
|
2024
Q3 | $8.02M | Buy |
128,714
+6,517
| +5% | +$393K | 1.29% | 13 |
|
|
2024
Q2 | $7.15M | Buy |
122,197
+2,788
| +2% | +$164K | 0.93% | 22 |
|
|
2024
Q1 | $7.25M | Buy |
119,409
+110,089
| +1,181% | +$6.23M | 1% | 19 |
|
|
2023
Q4 | $517K | Sell |
9,320
-170
| -2% | -$8.62K | 0.08% | 210 |
|
|
2023
Q3 | $475K | Sell |
9,490
-660
| -7% | -$34.6K | 0.09% | 191 |
|
|
2023
Q2 | $531K | Sell |
10,150
-580
| -5% | -$28.8K | 0.09% | 181 |
|
|
2023
Q1 | $537K | Buy |
10,730
+240
| +2% | +$12.2K | 0.1% | 175 |
|
|
2022
Q4 | $507K | Sell |
10,490
-1,395
| -12% | -$67.4K | 0.1% | 179 |
|
|
2022
Q3 | $521K | Hold |
11,885
| – | – | 0.12% | 161 |
|
|
2022
Q2 | $538K | Sell |
11,885
-1,980
| -14% | -$97.7K | 0.11% | 158 |
|
|
2022
Q1 | $744K | Sell |
13,865
-625
| -4% | -$33.3K | 0.13% | 154 |
|
|
2021
Q4 | $820K | Buy |
14,490
+4,180
| +41% | +$233K | 0.14% | 150 |
|
|
2021
Q3 | $542K | Buy |
10,310
+1,500
| +17% | +$80.7K | 0.13% | 141 |
|
|
2021
Q2 | $478K | Sell |
8,810
-310
| -3% | -$16.7K | 0.12% | 143 |
|
|
2021
Q1 | $475K | Sell |
9,120
-500
| -5% | -$25K | 0.13% | 142 |
|
|
2020
Q4 | $442K | Buy |
9,620
+1,900
| +25% | +$80.1K | 0.13% | 138 |
|
|
2020
Q3 | $286K | Buy |
7,720
+110
| +1% | +$4.11K | 0.1% | 140 |
|
|
2020
Q2 | $270K | Sell |
7,610
-3,395
| -31% | -$113K | 0.1% | 134 |
|
|
2020
Q1 | $317K | Sell |
11,005
-10,100
| -48% | -$376K | 0.14% | 115 |
|
|
2019
Q4 | $869K | Buy |
21,105
+435
| +2% | +$17.2K | 0.33% | 87 |
|
|
2019
Q3 | $799K | Buy |
20,670
+1,925
| +10% | +$74K | 0.36% | 81 |
|
|
2019
Q2 | $728K | Buy |
18,745
+9,175
| +96% | +$352K | 0.43% | 63 |
|
|
2019
Q1 | $363K | Buy |
+9,570
| New | +$353K | 0.25% | 75 |
|
Other funds holding IJH
