Lavaca Capital’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 | $185K | Hold |
2,975
| – | – | 0.07% | 97 |
|
|
2025
Q1 | $174K | Sell |
2,975
-9,659
| -76% | -$564K | 0.07% | 96 |
|
|
2024
Q4 | $787K | Buy |
12,634
+5,723
| +83% | +$357K | 0.31% | 45 |
|
|
2024
Q3 | $431K | Buy |
+6,911
| New | +$431K | 0.18% | 66 |
|
|
2024
Q1 | – | Sell |
-3,895
| Closed | -$216K | – | 82 |
|
|
2023
Q4 | $216K | Sell |
3,895
-3,605
| -48% | -$200K | 0.12% | 81 |
|
|
2023
Q3 | $374K | Buy |
7,500
+2,550
| +52% | +$127K | 0.13% | 110 |
|
|
2023
Q2 | $259K | Buy |
4,950
+245
| +5% | +$12.8K | 0.08% | 135 |
|
|
2023
Q1 | $235K | Sell |
4,705
-20
| -0.4% | -$1K | 0.05% | 147 |
|
|
2022
Q4 | $229K | Hold |
4,725
| – | – | 0.07% | 140 |
|
|
2022
Q3 | $207K | Buy |
+4,725
| New | +$207K | 0.07% | 104 |
|
|
2022
Q1 | – | Sell |
-5,075
| Closed | -$287K | – | 131 |
|
|
2021
Q4 | $287K | Hold |
5,075
| – | – | 0.04% | 102 |
|
|
2021
Q3 | $267K | Hold |
5,075
| – | – | 0.03% | 102 |
|
|
2021
Q2 | $273K | Buy |
5,075
+200
| +4% | +$10.8K | 0.03% | 99 |
|
|
2021
Q1 | $254K | Buy |
+4,875
| New | +$254K | 0.02% | 99 |
|