Nadler Financial Group’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 | $41.1M | Buy |
662,091
+7,212
| +1% | +$447K | 4.2% | 9 |
|
|
2025
Q1 | $38.2M | Buy |
654,879
+1,271
| +0.2% | +$74.2K | 4.23% | 10 |
|
|
2024
Q4 | $40.7M | Buy |
653,608
+12,349
| +2% | +$769K | 4.29% | 10 |
|
|
2024
Q3 | $40M | Buy |
641,259
+4,706
| +0.7% | +$293K | 4.41% | 10 |
|
|
2024
Q2 | $37.3M | Buy |
636,553
+16,629
| +3% | +$973K | 4.38% | 10 |
|
|
2024
Q1 | $37.7M | Buy |
619,924
+15,089
| +2% | +$917K | 4.64% | 10 |
|
|
2023
Q4 | $33.5M | Buy |
604,835
+25,145
| +4% | +$1.39M | 4.52% | 10 |
|
|
2023
Q3 | $28.9M | Buy |
579,690
+92,940
| +19% | +$4.63M | 4.38% | 11 |
|
|
2023
Q2 | $25.5M | Buy |
486,750
+307,500
| +172% | +$16.1M | 3.72% | 12 |
|
|
2023
Q1 | $8.97M | Buy |
179,250
+167,425
| +1,416% | +$8.38M | 1.43% | 20 |
|
|
2022
Q4 | $572K | Hold |
11,825
| – | – | 0.1% | 55 |
|
|
2022
Q3 | $519K | Hold |
11,825
| – | – | 0.1% | 58 |
|
|
2022
Q2 | $535K | Buy |
11,825
+120
| +1% | +$5.43K | 0.1% | 59 |
|
|
2022
Q1 | $628K | Sell |
11,705
-1,000
| -8% | -$53.7K | 0.1% | 56 |
|
|
2021
Q4 | $719K | Sell |
12,705
-680
| -5% | -$38.5K | 0.11% | 58 |
|
|
2021
Q3 | $704K | Sell |
13,385
-165
| -1% | -$8.68K | 0.11% | 60 |
|
|
2021
Q2 | $728K | Buy |
13,550
+45
| +0.3% | +$2.42K | 0.12% | 59 |
|
|
2021
Q1 | $703K | Sell |
13,505
-2,025
| -13% | -$105K | 0.13% | 58 |
|
|
2020
Q4 | $714K | Buy |
15,530
+1,125
| +8% | +$51.7K | 0.14% | 52 |
|
|
2020
Q3 | $534K | Hold |
14,405
| – | – | 0.12% | 60 |
|
|
2020
Q2 | $512K | Sell |
14,405
-3,350
| -19% | -$119K | 0.13% | 54 |
|
|
2020
Q1 | $511K | Buy |
17,755
+2,465
| +16% | +$70.9K | 0.16% | 48 |
|
|
2019
Q4 | $629K | Buy |
15,290
+8,335
| +120% | +$343K | 0.16% | 46 |
|
|
2019
Q3 | $269K | Buy |
+6,955
| New | +$269K | 0.07% | 68 |
|