Matthew Hamilton Rosenberg’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 | $295K | Buy |
4,761
+1,751
| +58% | +$109K | 0.07% | 146 |
|
|
2025
Q1 | $176K | Buy |
3,010
+10
| +0.3% | +$584 | 0.04% | 204 |
|
|
2024
Q4 | $187K | Hold |
3,000
| – | – | 0.05% | 194 |
|
|
2024
Q3 | $187K | Sell |
3,000
-200
| -6% | -$12.5K | 0.05% | 204 |
|
|
2024
Q2 | $186K | Hold |
3,200
| – | – | 0.05% | 186 |
|
|
2024
Q1 | $193K | Hold |
3,200
| – | – | 0.06% | 194 |
|
|
2023
Q4 | $177K | Hold |
3,200
| – | – | 0.05% | 199 |
|
|
2023
Q3 | $160K | Hold |
3,200
| – | – | 0.05% | 208 |
|
|
2023
Q2 | $167K | Hold |
3,200
| – | – | 0.06% | 207 |
|
|
2023
Q1 | $160K | Hold |
3,200
| – | – | 0.05% | 219 |
|
|
2022
Q4 | $155K | Hold |
3,200
| – | – | 0.05% | 226 |
|
|
2022
Q3 | $140K | Hold |
3,200
| – | – | 0.05% | 214 |
|
|
2022
Q2 | $147K | Hold |
3,200
| – | – | 0.06% | 220 |
|
|
2022
Q1 | $171K | Buy |
3,200
+200
| +7% | +$10.7K | 0.06% | 213 |
|
|
2021
Q4 | $170K | Hold |
3,000
| – | – | 0.06% | 213 |
|
|
2021
Q3 | $158K | Hold |
3,000
| – | – | 0.06% | 208 |
|
|
2021
Q2 | $161K | Hold |
3,000
| – | – | 0.08% | 175 |
|
|
2021
Q1 | $156K | Hold |
3,000
| – | – | 0.09% | 161 |
|
|
2020
Q4 | $138K | Hold |
3,000
| – | – | 0.09% | 167 |
|
|
2020
Q3 | $111K | Hold |
3,000
| – | – | 0.08% | 184 |
|
|
2020
Q2 | $107K | Hold |
3,000
| – | – | 0.09% | 173 |
|
|
2020
Q1 | $87K | Buy |
+3,000
| New | +$87K | 0.09% | 151 |
|