LVZ Inc’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.52M | Buy |
58,601
+17,051
| +41% | +$1.25M | 0.46% | 22 |
|
|
2026
Q1 | $2.81M | Sell |
41,550
-7,096
| -15% | -$492K | 0.32% | 26 |
|
|
2025
Q4 | $3.21M | Sell |
48,646
-30,373
| -38% | -$1.99M | 0.36% | 23 |
|
|
2025
Q3 | $5.16M | Sell |
79,019
-1,023,325
| -93% | -$65.8M | 0.59% | 16 |
|
|
2025
Q2 | $68.4M | Buy |
1,102,344
+55,804
| +5% | +$3.28M | 8.2% | 6 |
|
|
2025
Q1 | $61.1M | Sell |
1,046,540
-22,479
| -2% | -$1.4M | 8.01% | 7 |
|
|
2024
Q4 | $66.6M | Sell |
1,069,019
-32,176
| -3% | -$2.06M | 8.54% | 5 |
|
|
2024
Q3 | $68.6M | Buy |
1,101,195
+27,982
| +3% | +$1.69M | 8.78% | 5 |
|
|
2024
Q2 | $62.8M | Sell |
1,073,213
-30,508
| -3% | -$1.79M | 8.56% | 5 |
|
|
2024
Q1 | $67M | Sell |
1,103,721
-1,349,329
| -55% | -$76.4M | 9.12% | 4 |
|
|
2023
Q4 | $136M | Buy |
2,453,050
+34,010
| +1% | +$1.72M | 19.21% | 1 |
|
|
2023
Q3 | $121M | Sell |
2,419,040
-121,780
| -5% | -$6.38M | 19.46% | 1 |
|
|
2023
Q2 | $133M | Buy |
2,540,820
+31,060
| +1% | +$1.54M | 18.52% | 1 |
|
|
2023
Q1 | $126M | Sell |
2,509,760
-75,525
| -3% | -$3.85M | 18.29% | 1 |
|
|
2022
Q4 | $125M | Sell |
2,585,285
-17,175
| -0.7% | -$830K | 19.52% | 1 |
|
|
2022
Q3 | $114M | Buy |
2,602,460
+10,940
| +0.4% | +$529K | 19.82% | 1 |
|
|
2022
Q2 | $117M | Sell |
2,591,520
-62,070
| -2% | -$3.06M | 19.66% | 1 |
|
|
2022
Q1 | $142M | Buy |
2,653,590
+162,105
| +7% | +$8.63M | 19.81% | 1 |
|
|
2021
Q4 | $141M | Sell |
2,491,485
-35,670
| -1% | -$1.99M | 18.86% | 1 |
|
|
2021
Q3 | $133M | Buy |
2,527,155
+112,060
| +5% | +$6.03M | 19.03% | 1 |
|
|
2021
Q2 | $130M | Sell |
2,415,095
-38,465
| -2% | -$2.08M | 19.1% | 1 |
|
|
2021
Q1 | $128M | Sell |
2,453,560
-109,695
| -4% | -$5.48M | 19.75% | 1 |
|
|
2020
Q4 | $118M | Buy |
2,563,255
+74,665
| +3% | +$3.15M | 19.7% | 1 |
|
|
2020
Q3 | $92.2M | Buy |
2,488,590
+24,790
| +1% | +$927K | 19% | 1 |
|
|
2020
Q2 | $87.6M | Buy |
2,463,800
+178,620
| +8% | +$5.93M | 19.62% | 1 |
|
|
2020
Q1 | $65.7M | Sell |
2,285,180
-150,285
| -6% | -$5.59M | 16.06% | 1 |
|
|
2019
Q4 | $100M | Buy |
2,435,465
+70,545
| +3% | +$2.8M | 19.66% | 1 |
|
|
2019
Q3 | $91.4M | Buy |
2,364,920
+254,090
| +12% | +$9.76M | 19.77% | 1 |
|
|
2019
Q2 | $82M | Buy |
2,110,830
+152,120
| +8% | +$5.83M | 18.59% | 1 |
|
|
2019
Q1 | $69M | Buy |
1,958,710
+1,668,255
| +574% | +$61.6M | 16.14% | 1 |
|
|
2018
Q4 | $9.65M | Buy |
290,455
+5,095
| +2% | +$186K | 2.74% | 14 |
|
|
2018
Q3 | $10.9M | Sell |
285,360
-70,630
| -20% | -$2.84M | 2.73% | 14 |
|
|
2018
Q2 | $13.9M | Sell |
355,990
-3,045
| -0.8% | -$118K | 3.52% | 11 |
|
|
2018
Q1 | $13.5M | Buy |
359,035
+12,515
| +4% | +$479K | 3.66% | 10 |
|
|
2017
Q4 | $13.2M | Buy |
346,520
+9,360
| +3% | +$346K | 3.89% | 9 |
|
|
2017
Q3 | $12.1M | Buy |
+337,160
| New | +$11.7M | 3.88% | 9 |
|
|
2016
Q2 | – | Sell |
-373,115
| Closed | -$10.8M | – | 46 |
|
|
2016
Q1 | $10.8M | Buy |
+373,115
| New | +$9.97M | 5.06% | 9 |
|
|
2015
Q4 | – | Sell |
-13,820
| Closed | -$378K | – | 35 |
|
|
2015
Q3 | $378K | Sell |
13,820
-9,670
| -41% | -$281K | 0.24% | 26 |
|
|
2015
Q2 | $707K | Buy |
23,490
+6,945
| +42% | +$212K | 0.39% | 24 |
|
|
2015
Q1 | $503K | Buy |
+16,545
| New | +$489K | 0.29% | 23 |
|
Other funds holding IJH
VFA
OWM
LWMT
BSB
MFG
JWA
SWA
TC
MPWT
RFA