Larson Financial Group’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 | $642K | Sell |
10,351
-137
| -1% | -$8.5K | 0.03% | 374 |
|
|
2025
Q1 | $612K | Buy |
10,488
+2,593
| +33% | +$151K | 0.03% | 346 |
|
|
2024
Q4 | $492K | Buy |
7,895
+3,512
| +80% | +$219K | 0.03% | 358 |
|
|
2024
Q3 | $273K | Buy |
4,383
+2,645
| +152% | +$165K | 0.02% | 493 |
|
|
2024
Q2 | $102K | Sell |
1,738
-91
| -5% | -$5.33K | 0.01% | 641 |
|
|
2024
Q1 | $111K | Buy |
1,829
+249
| +16% | +$15.1K | 0.01% | 516 |
|
|
2023
Q4 | $87.5K | Buy |
1,580
+50
| +3% | +$2.77K | 0.01% | 518 |
|
|
2023
Q3 | $76.3K | Buy |
1,530
+160
| +12% | +$7.98K | 0.01% | 506 |
|
|
2023
Q2 | $71.7K | Sell |
1,370
-20
| -1% | -$1.05K | 0.01% | 477 |
|
|
2023
Q1 | $69.5K | Buy |
1,390
+20
| +1% | +$1K | 0.01% | 484 |
|
|
2022
Q4 | $66.2K | Sell |
1,370
-120
| -8% | -$5.8K | 0.01% | 469 |
|
|
2022
Q3 | $65K | Buy |
1,490
+35
| +2% | +$1.53K | 0.01% | 417 |
|
|
2022
Q2 | $66K | Buy |
1,455
+960
| +194% | +$43.5K | 0.01% | 313 |
|
|
2022
Q1 | $26K | Buy |
495
+150
| +43% | +$7.88K | ﹤0.01% | 487 |
|
|
2021
Q4 | $20K | Sell |
345
-115
| -25% | -$6.67K | ﹤0.01% | 540 |
|
|
2021
Q3 | $24K | Sell |
460
-460
| -50% | -$24K | ﹤0.01% | 427 |
|
|
2021
Q2 | $49K | Buy |
920
+510
| +124% | +$27.2K | 0.01% | 279 |
|
|
2021
Q1 | $21K | Hold |
410
| – | – | 0.01% | 403 |
|
|
2020
Q4 | $19K | Sell |
410
-160
| -28% | -$7.42K | 0.01% | 384 |
|
|
2020
Q3 | $21K | Buy |
570
+5
| +0.9% | +$184 | 0.01% | 309 |
|
|
2020
Q2 | $20K | Sell |
565
-490
| -46% | -$17.3K | 0.01% | 283 |
|
|
2020
Q1 | $30K | Buy |
1,055
+530
| +101% | +$15.1K | 0.02% | 195 |
|
|
2019
Q4 | $22K | Buy |
525
+160
| +44% | +$6.71K | 0.01% | 214 |
|
|
2019
Q3 | $14K | Buy |
365
+5
| +1% | +$192 | 0.01% | 262 |
|
|
2019
Q2 | $14K | Sell |
360
-245
| -40% | -$9.53K | 0.01% | 219 |
|
|
2019
Q1 | $23K | Hold |
605
| – | – | 0.02% | 161 |
|
|
2018
Q4 | $20K | Buy |
+605
| New | +$20K | 0.02% | 159 |
|