LVM Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

LVM Capital Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.01M	Sell	16,257 -725	-4%	-$45K	0.1%	76
2025 Q1	$991K	Sell	16,982 -50	-0.3%	-$2.92K	0.11%	76
2024 Q4	$1.06M	Sell	17,032 -437	-3%	-$27.2K	0.11%	68
2024 Q3	$1.02M	Hold	17,469	–	–	0.12%	68
2024 Q2	$1.02M	Sell	17,469 -1	-0%	-$59	0.12%	68
2024 Q1	$1.06M	Sell	17,470 -5	-0%	-$304	0.13%	64
2023 Q4	$969K	Buy	17,475 +9,120	+109%	+$506K	0.12%	69
2023 Q3	$417K	Hold	8,355	–	–	0.06%	108
2023 Q2	$437K	Hold	8,355	–	–	0.06%	105
2023 Q1	$418K	Sell	8,355 -145	-2%	-$7.25K	0.06%	105
2022 Q4	$411K	Hold	8,500	–	–	0.06%	97
2022 Q3	$373K	Sell	8,500 -125	-1%	-$5.49K	0.06%	98
2022 Q2	$390K	Buy	8,625 +725	+9%	+$32.8K	0.06%	98
2022 Q1	$424K	Hold	7,900	–	–	0.06%	103
2021 Q4	$447K	Buy	7,900 +145	+2%	+$8.2K	0.06%	89
2021 Q3	$408K	Sell	7,755 -500	-6%	-$26.3K	0.06%	95
2021 Q2	$444K	Sell	8,255 -510	-6%	-$27.4K	0.07%	86
2021 Q1	$456K	Sell	8,765 -635	-7%	-$33K	0.07%	83
2020 Q4	$432K	Sell	9,400 -720	-7%	-$33.1K	0.07%	81
2020 Q3	$375K	Sell	10,120 -615	-6%	-$22.8K	0.07%	79
2020 Q2	$382K	Sell	10,735 -385	-3%	-$13.7K	0.08%	75
2020 Q1	$320K	Hold	11,120	–	–	0.08%	77
2019 Q4	$458K	Hold	11,120	–	–	0.09%	78
2019 Q3	$430K	Sell	11,120 -100	-0.9%	-$3.87K	0.09%	78
2019 Q2	$436K	Sell	11,220 -125	-1%	-$4.86K	0.1%	72
2019 Q1	$430K	Sell	11,345 -1,385	-11%	-$52.5K	0.1%	73
2018 Q4	$423K	Buy	12,730 +1,185	+10%	+$39.4K	0.11%	68
2018 Q3	$465K	Sell	11,545 -1,545	-12%	-$62.2K	0.11%	72
2018 Q2	$510K	Sell	13,090 -405	-3%	-$15.8K	0.12%	69
2018 Q1	$506K	Sell	13,495 -190	-1%	-$7.12K	0.12%	67
2017 Q4	$519K	Sell	13,685 -625	-4%	-$23.7K	0.12%	65
2017 Q3	$512K	Hold	14,310	–	–	0.12%	64
2017 Q2	$498K	Buy	14,310 +430	+3%	+$15K	0.13%	64
2017 Q1	$475K	Sell	13,880 -690	-5%	-$23.6K	0.12%	69
2016 Q4	$482K	Buy	+14,570	New	+$482K	0.13%	65