Lindbrook 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
Q1 | $7.92M | Sell |
135,738
-3,492
| -3% | -$204K | 0.73% | 23 |
|
|
2024
Q4 | $8.68M | Sell |
139,230
-13,081
| -9% | -$815K | 0.78% | 22 |
|
|
2024
Q3 | $9.49M | Sell |
152,311
-10,824
| -7% | -$675K | 0.84% | 18 |
|
|
2024
Q2 | $9.55M | Sell |
163,135
-9,275
| -5% | -$543K | 0.9% | 18 |
|
|
2024
Q1 | $10.5M | Sell |
172,410
-8,140
| -5% | -$494K | 0.98% | 17 |
|
|
2023
Q4 | $10M | Sell |
180,550
-3,085
| -2% | -$171K | 1% | 16 |
|
|
2023
Q3 | $9.16M | Sell |
183,635
-6,125
| -3% | -$305K | 1.02% | 13 |
|
|
2023
Q2 | $9.92M | Buy |
189,760
+6,985
| +4% | +$365K | 1.06% | 13 |
|
|
2023
Q1 | $9.14M | Sell |
182,775
-19,825
| -10% | -$992K | 1.07% | 13 |
|
|
2022
Q4 | $9.8M | Sell |
202,600
-2,615
| -1% | -$127K | 1.21% | 11 |
|
|
2022
Q3 | $9M | Sell |
205,215
-11,155
| -5% | -$489K | 1.52% | 11 |
|
|
2022
Q2 | $9.79M | Sell |
216,370
-2,185
| -1% | -$98.9K | 1.62% | 10 |
|
|
2022
Q1 | $11.7M | Buy |
218,555
+25,855
| +13% | +$1.39M | 1.81% | 9 |
|
|
2021
Q4 | $10.9M | Buy |
+192,700
| New | +$10.9M | 1.66% | 9 |
|
|
2021
Q3 | – | Sell |
-750
| Closed | -$40K | – | 1921 |
|
|
2021
Q2 | $40K | Buy |
+750
| New | +$40K | 0.01% | 536 |
|