Lodestar Private Asset Management’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 | $16.1M | Sell |
259,762
-671
| -0.3% | -$41.6K | 1.86% | 14 |
|
|
2025
Q1 | $15.2M | Buy |
260,433
+7,521
| +3% | +$439K | 1.91% | 13 |
|
|
2024
Q4 | $15.8M | Sell |
252,912
-199
| -0.1% | -$12.4K | 1.97% | 13 |
|
|
2024
Q3 | $15.8M | Sell |
253,111
-6,872
| -3% | -$428K | 2.01% | 12 |
|
|
2024
Q2 | $15.2M | Buy |
259,983
+1,398
| +0.5% | +$81.8K | 2.09% | 11 |
|
|
2024
Q1 | $15.7M | Buy |
258,585
+525
| +0.2% | +$31.9K | 2.24% | 9 |
|
|
2023
Q4 | $14.3M | Buy |
258,060
+8,795
| +4% | +$488K | 2.19% | 9 |
|
|
2023
Q3 | $12.4M | Buy |
249,265
+2,850
| +1% | +$142K | 2.13% | 9 |
|
|
2023
Q2 | $12.9M | Buy |
246,415
+355
| +0.1% | +$18.6K | 2.16% | 12 |
|
|
2023
Q1 | $12.3M | Sell |
246,060
-4,055
| -2% | -$203K | 2.2% | 11 |
|
|
2022
Q4 | $12.1M | Buy |
+250,115
| New | +$12.1M | 2.32% | 9 |
|