Lee, Danner & Bass’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lee, Danner & Bass’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$300K	Sell	4,831 -32	-0.7%	-$1.98K	0.02%	197
2025 Q1	$284K	Hold	4,863	–	–	0.02%	197
2024 Q4	$303K	Buy	4,863 +36	+0.7%	+$2.24K	0.02%	200
2024 Q3	$301K	Hold	4,827	–	–	0.02%	193
2024 Q2	$282K	Buy	+4,827	New	+$282K	0.02%	193
2023 Q4	$268K	Sell	4,825 -7,100	-60%	-$394K	0.02%	192
2023 Q3	$595K	Hold	11,925	–	–	0.05%	148
2023 Q2	$624K	Hold	11,925	–	–	0.05%	150
2023 Q1	$597K	Hold	11,925	–	–	0.05%	150
2022 Q4	$577K	Hold	11,925	–	–	0.05%	148
2022 Q3	$523K	Hold	11,925	–	–	0.06%	150
2022 Q2	$540K	Sell	11,925 -750	-6%	-$34K	0.05%	149
2022 Q1	$680K	Buy	12,675 +2,040	+19%	+$109K	0.06%	143
2021 Q4	$602K	Hold	10,635	–	–	0.05%	146
2021 Q3	$560K	Buy	10,635 +1,500	+16%	+$79K	0.05%	149
2021 Q2	$491K	Hold	9,135	–	–	0.04%	151
2021 Q1	$476K	Hold	9,135	–	–	0.05%	149
2020 Q4	$420K	Hold	9,135	–	–	0.04%	149
2020 Q3	$339K	Hold	9,135	–	–	0.04%	149
2020 Q2	$325K	Sell	9,135 -185	-2%	-$6.58K	0.04%	148
2020 Q1	$268K	Buy	9,320 +185	+2%	+$5.32K	0.04%	151
2019 Q4	$376K	Hold	9,135	–	–	0.04%	149
2019 Q3	$353K	Hold	9,135	–	–	0.04%	152
2019 Q2	$355K	Hold	9,135	–	–	0.04%	151
2019 Q1	$346K	Hold	9,135	–	–	0.04%	151
2018 Q4	$303K	Buy	9,135 +810	+10%	+$26.9K	0.04%	153
2018 Q3	$335K	Hold	8,325	–	–	0.03%	156
2018 Q2	$324K	Sell	8,325 -2,650	-24%	-$103K	0.03%	153
2018 Q1	$412K	Hold	10,975	–	–	0.04%	143
2017 Q4	$417K	Buy	10,975 +3,385	+45%	+$129K	0.04%	143
2017 Q3	$272K	Hold	7,590	–	–	0.03%	156
2017 Q2	$264K	Sell	7,590 -140	-2%	-$4.87K	0.03%	157
2017 Q1	$265K	Buy	7,730 +140	+2%	+$4.8K	0.03%	153
2016 Q4	$251K	Hold	7,590	–	–	0.03%	154
2016 Q3	$235K	Hold	7,590	–	–	0.03%	156
2016 Q2	$227K	Hold	7,590	–	–	0.03%	153
2016 Q1	$224K	Hold	7,590	–	–	0.03%	152
2015 Q4	$211K	Buy	+7,590	New	+$211K	0.03%	153