Leonard Rickey Investment Advisors’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 | $72.1M | Sell |
1,162,445
-68,244
| -6% | -$4.23M | 14.4% | 1 |
|
|
2025
Q1 | $67.8M | Buy |
1,230,689
+16,414
| +1% | +$904K | 14.61% | 1 |
|
|
2024
Q4 | $75.7M | Buy |
1,214,275
+15,219
| +1% | +$948K | 17.42% | 1 |
|
|
2024
Q3 | $74.7M | Buy |
1,199,056
+4,860
| +0.4% | +$303K | 16.96% | 1 |
|
|
2024
Q2 | $69.9M | Buy |
1,194,196
+18,488
| +2% | +$1.08M | 16.75% | 1 |
|
|
2024
Q1 | $71.4M | Buy |
1,175,708
+5,688
| +0.5% | +$345K | 18.45% | 1 |
|
|
2023
Q4 | $64.9M | Buy |
1,170,020
+14,710
| +1% | +$815K | 19.22% | 1 |
|
|
2023
Q3 | $57.6M | Sell |
1,155,310
-2,240
| -0.2% | -$112K | 18.85% | 1 |
|
|
2023
Q2 | $60.5M | Buy |
1,157,550
+6,620
| +0.6% | +$346K | 22.8% | 1 |
|
|
2023
Q1 | $57.6M | Sell |
1,150,930
-6,600
| -0.6% | -$330K | 22.45% | 1 |
|
|
2022
Q4 | $56M | Sell |
1,157,530
-21,815
| -2% | -$1.06M | 23.69% | 1 |
|
|
2022
Q3 | $51.7M | Sell |
1,179,345
-18,580
| -2% | -$815K | 24.24% | 1 |
|
|
2022
Q2 | $54.2M | Sell |
1,197,925
-65,495
| -5% | -$2.96M | 23.7% | 1 |
|
|
2022
Q1 | $67.8M | Sell |
1,263,420
-9,160
| -0.7% | -$492K | 25.82% | 1 |
|
|
2021
Q4 | $72M | Buy |
1,272,580
+29,410
| +2% | +$1.67M | 26.39% | 1 |
|
|
2021
Q3 | $65.4M | Buy |
1,243,170
+20,695
| +2% | +$1.09M | 27.44% | 1 |
|
|
2021
Q2 | $64.6M | Sell |
1,222,475
-11,565
| -0.9% | -$611K | 27.92% | 1 |
|
|
2021
Q1 | $64.2M | Sell |
1,234,040
-24,960
| -2% | -$1.3M | 25.77% | 1 |
|
|
2020
Q4 | $57.9M | Sell |
1,259,000
-4,980
| -0.4% | -$229K | 26.35% | 1 |
|
|
2020
Q3 | $46.8M | Buy |
1,263,980
+46,980
| +4% | +$1.74M | 29.31% | 1 |
|
|
2020
Q2 | $43.3M | Buy |
1,217,000
+72,665
| +6% | +$2.58M | 28.17% | 1 |
|
|
2020
Q1 | $32.9M | Buy |
1,144,335
+384,955
| +51% | +$11.1M | 25.54% | 1 |
|
|
2019
Q4 | $31.3M | Buy |
759,380
+28,280
| +4% | +$1.16M | 18.87% | 1 |
|
|
2019
Q3 | $28.3M | Buy |
731,100
+6,940
| +1% | +$268K | 18.79% | 1 |
|
|
2019
Q2 | $28.1M | Buy |
724,160
+16,305
| +2% | +$633K | 18.92% | 1 |
|
|
2019
Q1 | $26.8M | Buy |
707,855
+9,460
| +1% | +$358K | 19.4% | 1 |
|
|
2018
Q4 | $23.2M | Sell |
698,395
-23,490
| -3% | -$780K | 19.13% | 1 |
|
|
2018
Q3 | $29.1M | Sell |
721,885
-4,505
| -0.6% | -$181K | 21.21% | 1 |
|
|
2018
Q2 | $28.3M | Sell |
726,390
-3,970
| -0.5% | -$155K | 21.38% | 1 |
|
|
2018
Q1 | $27.4M | Buy |
730,360
+20,980
| +3% | +$787K | 21.39% | 1 |
|
|
2017
Q4 | $26.9M | Buy |
+709,380
| New | +$26.9M | 20.62% | 1 |
|