McDaniel Terry & Co’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 | $399K | Hold |
6,440
| – | – | 0.03% | 72 |
|
|
2025
Q1 | $376K | Hold |
6,440
| – | – | 0.03% | 79 |
|
|
2024
Q4 | $401K | Hold |
6,440
| – | – | 0.03% | 74 |
|
|
2024
Q3 | $401K | Hold |
6,440
| – | – | 0.03% | 73 |
|
|
2024
Q2 | $377K | Hold |
6,440
| – | – | 0.03% | 69 |
|
|
2024
Q1 | $391K | Hold |
6,440
| – | – | 0.03% | 77 |
|
|
2023
Q4 | $357K | Hold |
6,440
| – | – | 0.03% | 70 |
|
|
2023
Q3 | $321K | Hold |
6,440
| – | – | 0.03% | 77 |
|
|
2023
Q2 | $337K | Hold |
6,440
| – | – | 0.03% | 75 |
|
|
2023
Q1 | $322K | Hold |
6,440
| – | – | 0.04% | 75 |
|
|
2022
Q4 | $312K | Sell |
6,440
-190
| -3% | -$9.21K | 0.04% | 72 |
|
|
2022
Q3 | $291K | Hold |
6,630
| – | – | 0.04% | 76 |
|
|
2022
Q2 | $300K | Hold |
6,630
| – | – | 0.04% | 75 |
|
|
2022
Q1 | $356K | Sell |
6,630
-3,260
| -33% | -$175K | 0.04% | 73 |
|
|
2021
Q4 | $560K | Buy |
9,890
+3,260
| +49% | +$185K | 0.06% | 65 |
|
|
2021
Q3 | $349K | Hold |
6,630
| – | – | 0.04% | 66 |
|
|
2021
Q2 | $356K | Hold |
6,630
| – | – | 0.04% | 69 |
|
|
2021
Q1 | $345K | Hold |
6,630
| – | – | 0.04% | 66 |
|
|
2020
Q4 | $305K | Hold |
6,630
| – | – | 0.04% | 66 |
|
|
2020
Q3 | $246K | Hold |
6,630
| – | – | 0.03% | 71 |
|
|
2020
Q2 | $236K | Buy |
+6,630
| New | +$236K | 0.04% | 70 |
|
|
2020
Q1 | – | Sell |
-6,465
| Closed | -$266K | – | 77 |
|
|
2019
Q4 | $266K | Buy |
6,465
+390
| +6% | +$16K | 0.04% | 70 |
|
|
2019
Q3 | $235K | Buy |
+6,075
| New | +$235K | 0.04% | 75 |
|