Lido 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 | $26.6M | Buy |
429,072
+35,974
| +9% | +$2.23M | 0.1% | 116 |
|
|
2025
Q1 | $22.9M | Sell |
393,098
-12,283
| -3% | -$717K | 0.1% | 118 |
|
|
2024
Q4 | $25.3M | Buy |
405,381
+251,613
| +164% | +$15.7M | 0.12% | 101 |
|
|
2024
Q3 | $9.58M | Buy |
153,768
+946
| +0.6% | +$59K | 0.05% | 196 |
|
|
2024
Q2 | $8.94M | Buy |
152,822
+17,660
| +13% | +$1.03M | 0.05% | 186 |
|
|
2024
Q1 | $8.21M | Buy |
135,162
+4,647
| +4% | +$282K | 0.05% | 194 |
|
|
2023
Q4 | $7.23M | Sell |
130,515
-9,130
| -7% | -$506K | 0.05% | 199 |
|
|
2023
Q3 | $6.96M | Sell |
139,645
-520
| -0.4% | -$25.9K | 0.05% | 172 |
|
|
2023
Q2 | $7.33M | Buy |
140,165
+49,855
| +55% | +$2.61M | 0.05% | 168 |
|
|
2023
Q1 | $4.52M | Buy |
90,310
+22,365
| +33% | +$1.12M | 0.04% | 209 |
|
|
2022
Q4 | $3.29M | Buy |
67,945
+2,640
| +4% | +$128K | 0.04% | 201 |
|
|
2022
Q3 | $2.86M | Sell |
65,305
-5,885
| -8% | -$258K | 0.04% | 186 |
|
|
2022
Q2 | $3.22M | Buy |
71,190
+14,505
| +26% | +$656K | 0.04% | 156 |
|
|
2022
Q1 | $3.04M | Buy |
56,685
+2,085
| +4% | +$112K | 0.03% | 190 |
|
|
2021
Q4 | $3.09M | Buy |
54,600
+3,130
| +6% | +$177K | 0.03% | 188 |
|
|
2021
Q3 | $2.71M | Buy |
51,470
+18,045
| +54% | +$949K | 0.04% | 201 |
|
|
2021
Q2 | $1.8M | Buy |
33,425
+3,520
| +12% | +$189K | 0.03% | 246 |
|
|
2021
Q1 | $1.56M | Sell |
29,905
-1,090
| -4% | -$56.8K | 0.03% | 240 |
|
|
2020
Q4 | $1.42M | Sell |
30,995
-400
| -1% | -$18.4K | 0.03% | 235 |
|
|
2020
Q3 | $1.16M | Sell |
31,395
-1,435
| -4% | -$53.2K | 0.03% | 211 |
|
|
2020
Q2 | $1.17M | Buy |
32,830
+1,595
| +5% | +$56.7K | 0.04% | 196 |
|
|
2020
Q1 | $899K | Buy |
31,235
+3,760
| +14% | +$108K | 0.04% | 216 |
|
|
2019
Q4 | $1.13M | Buy |
27,475
+3,480
| +15% | +$143K | 0.05% | 218 |
|
|
2019
Q3 | $927K | Buy |
23,995
+520
| +2% | +$20.1K | 0.05% | 203 |
|
|
2019
Q2 | $912K | Buy |
23,475
+1,550
| +7% | +$60.2K | 0.05% | 186 |
|
|
2019
Q1 | $830K | Buy |
21,925
+1,590
| +8% | +$60.2K | 0.05% | 188 |
|
|
2018
Q4 | $675K | Sell |
20,335
-1,100
| -5% | -$36.5K | 0.07% | 169 |
|
|
2018
Q3 | $866K | Buy |
21,435
+1,100
| +5% | +$44.4K | 0.08% | 136 |
|
|
2018
Q2 | $792K | Sell |
20,335
-140
| -0.7% | -$5.45K | 0.09% | 130 |
|
|
2018
Q1 | $768K | Buy |
20,475
+2,540
| +14% | +$95.3K | 0.11% | 119 |
|
|
2017
Q4 | $680K | Hold |
17,935
| – | – | 0.1% | 109 |
|
|
2017
Q3 | $656K | Buy |
+17,935
| New | +$656K | 0.1% | 108 |
|
|
2017
Q1 | – | Sell |
-9,005
| Closed | -$298K | – | 258 |
|
|
2016
Q4 | $298K | Buy |
+9,005
| New | +$298K | 0.07% | 132 |
|