Lane & Associates’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
Q1 | $1.62M | Buy |
27,833
+145
| +0.5% | +$8.46K | 0.88% | 29 |
|
2024
Q4 | $1.79M | Buy |
27,688
+2,519
| +10% | +$163K | 0.93% | 27 |
|
2024
Q3 | $1.57M | Buy |
25,169
+1,562
| +7% | +$97.3K | 0.85% | 30 |
|
2024
Q2 | $1.38M | Buy |
23,607
+1,872
| +9% | +$110K | 0.81% | 32 |
|
2024
Q1 | $1.32M | Buy |
21,735
+345
| +2% | +$21K | 0.83% | 30 |
|
2023
Q4 | $1.19M | Buy |
21,390
+1,065
| +5% | +$59K | 0.86% | 29 |
|
2023
Q3 | $1.01M | Sell |
20,325
-325
| -2% | -$16.2K | 0.81% | 31 |
|
2023
Q2 | $1.08M | Sell |
20,650
-515
| -2% | -$26.9K | 0.86% | 31 |
|
2023
Q1 | $1.06M | Sell |
21,165
-175
| -0.8% | -$8.76K | 0.94% | 28 |
|
2022
Q4 | $1.03M | Buy |
+21,340
| New | +$1.03M | 0.98% | 25 |
|