LPL Financial’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 | $1.61B | Buy |
25,959,512
+867,800
| +3% | +$53.8M | 0.54% | 30 |
|
2025
Q1 | $1.46B | Sell |
25,091,712
-17,458,599
| -41% | -$1.02B | 0.57% | 26 |
|
2024
Q4 | $2.65B | Buy |
42,550,311
+1,373,396
| +3% | +$85.6M | 1.08% | 14 |
|
2024
Q3 | $2.57B | Buy |
41,176,915
+1,114,290
| +3% | +$69.4M | 1.14% | 11 |
|
2024
Q2 | $2.34B | Buy |
40,062,625
+1,523,264
| +4% | +$89.1M | 1.17% | 12 |
|
2024
Q1 | $2.34B | Sell |
38,539,361
-1,399,184
| -4% | -$85M | 1.26% | 8 |
|
2023
Q4 | $2.21B | Sell |
39,938,545
-150,390
| -0.4% | -$8.34M | 1.34% | 9 |
|
2023
Q3 | $2B | Buy |
40,088,935
+2,673,245
| +7% | +$133M | 1.4% | 8 |
|
2023
Q2 | $1.96B | Buy |
37,415,690
+584,700
| +2% | +$30.6M | 1.4% | 8 |
|
2023
Q1 | $1.84B | Buy |
36,830,990
+28,860
| +0.1% | +$1.44M | 1.43% | 8 |
|
2022
Q4 | $1.78B | Sell |
36,802,130
-317,430
| -0.9% | -$15.4M | 1.52% | 6 |
|
2022
Q3 | $1.63B | Buy |
37,119,560
+4,937,835
| +15% | +$217M | 1.57% | 7 |
|
2022
Q2 | $1.46B | Buy |
32,181,725
+318,135
| +1% | +$14.4M | 1.38% | 8 |
|
2022
Q1 | $1.71B | Buy |
31,863,590
+1,032,700
| +3% | +$55.4M | 1.47% | 8 |
|
2021
Q4 | $1.75B | Buy |
30,830,890
+1,052,520
| +4% | +$59.6M | 1.47% | 7 |
|
2021
Q3 | $1.57B | Buy |
29,778,370
+1,802,455
| +6% | +$94.8M | 1.47% | 8 |
|
2021
Q2 | $1.5B | Buy |
27,975,915
+544,550
| +2% | +$29.3M | 1.52% | 8 |
|
2021
Q1 | $1.43B | Buy |
27,431,365
+1,303,155
| +5% | +$67.8M | 1.64% | 7 |
|
2020
Q4 | $1.2B | Buy |
26,128,210
+1,392,200
| +6% | +$64M | 1.56% | 7 |
|
2020
Q3 | $917M | Sell |
24,736,010
-338,040
| -1% | -$12.5M | 1.43% | 11 |
|
2020
Q2 | $892M | Sell |
25,074,050
-1,073,055
| -4% | -$38.2M | 1.55% | 10 |
|
2020
Q1 | $752M | Sell |
26,147,105
-1,134,465
| -4% | -$32.6M | 1.62% | 11 |
|
2019
Q4 | $1.12B | Buy |
27,281,570
+834,540
| +3% | +$34.4M | 2.04% | 4 |
|
2019
Q3 | $1.02B | Sell |
26,447,030
-4,326,850
| -14% | -$167M | 2.08% | 4 |
|
2019
Q2 | $1.2B | Buy |
30,773,880
+1,211,765
| +4% | +$47.1M | 2.55% | 3 |
|
2019
Q1 | $1.12B | Sell |
29,562,115
-972,315
| -3% | -$36.8M | 2.54% | 3 |
|
2018
Q4 | $1.01B | Sell |
30,534,430
-1,062,345
| -3% | -$35.3M | 2.7% | 4 |
|
2018
Q3 | $1.27B | Buy |
31,596,775
+2,701,090
| +9% | +$109M | 3.05% | 2 |
|
2018
Q2 | $1.13B | Buy |
28,895,685
+1,868,120
| +7% | +$72.8M | 2.96% | 2 |
|
2018
Q1 | $1.01B | Buy |
27,027,565
+3,481,495
| +15% | +$131M | 2.79% | 2 |
|
2017
Q4 | $894M | Buy |
23,546,070
+2,722,825
| +13% | +$103M | 2.72% | 3 |
|
2017
Q3 | $745M | Buy |
20,823,245
+2,393,020
| +13% | +$85.6M | 2.63% | 4 |
|
2017
Q2 | $641M | Buy |
18,430,225
+18,211,840
| +8,339% | +$634M | 2.43% | 5 |
|
2017
Q1 | $7.45M | Buy |
218,385
+19,825
| +10% | +$676K | 0.05% | 319 |
|
2016
Q4 | $6.6M | Sell |
198,560
-4,140
| -2% | -$138K | 0.05% | 328 |
|
2016
Q3 | $6.2M | Sell |
202,700
-14,005
| -6% | -$428K | 0.06% | 312 |
|
2016
Q2 | $6.44M | Sell |
216,705
-14,202,940
| -98% | -$422M | 0.05% | 298 |
|
2016
Q1 | $409M | Sell |
14,419,645
-126,630
| -0.9% | -$3.59M | 1.14% | 11 |
|
2015
Q4 | $400M | Buy |
14,546,275
+7,525,120
| +107% | +$207M | 1.11% | 11 |
|
2015
Q3 | $198M | Buy |
7,021,155
+55,695
| +0.8% | +$1.57M | 1.09% | 12 |
|
2015
Q2 | $209M | Buy |
6,965,460
+274,040
| +4% | +$8.21M | 1.06% | 12 |
|
2015
Q1 | $203M | Buy |
6,691,420
+526,155
| +9% | +$15.9M | 1.04% | 14 |
|
2014
Q4 | $179M | Buy |
6,165,265
+459,130
| +8% | +$13.3M | 0.98% | 12 |
|
2014
Q3 | $154M | Sell |
5,706,135
-393,740
| -6% | -$10.6M | 0.92% | 14 |
|
2014
Q2 | $175M | Sell |
6,099,875
-247,605
| -4% | -$7.09M | 1.02% | 11 |
|
2014
Q1 | $175M | Buy |
6,347,480
+32,770
| +0.5% | +$901K | 1.07% | 12 |
|
2013
Q4 | $169M | Sell |
6,314,710
-330,185
| -5% | -$8.84M | 1.06% | 13 |
|
2013
Q3 | $168M | Buy |
6,644,895
+487,965
| +8% | +$12.3M | 1.12% | 10 |
|
2013
Q2 | $142M | Buy |
+6,156,930
| New | +$142M | 1.02% | 13 |
|