Naples Global Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.9M | Buy |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $11M | Buy |
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|
2024
Q3 | $10.5M | Buy |
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|
2024
Q2 | $9.76M | Buy |
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|
2024
Q1 | $9.88M | Buy |
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|
2023
Q4 | $8.89M | Sell |
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|
2023
Q3 | $8.17M | Sell |
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|
2023
Q2 | $9.34M | Buy |
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|
2023
Q1 | $8.81M | Buy |
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|
2022
Q4 | $8.43M | Sell |
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|
2022
Q3 | $8.61M | Buy |
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|
2022
Q2 | $8.38M | Buy |
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|
2022
Q1 | $8.32M | Buy |
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|
2021
Q4 | $7.27M | Buy |
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|
2021
Q3 | $6.64M | Sell |
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|
2021
Q2 | $6.88M | Hold |
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|
2021
Q1 | $6.66M | Sell |
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|
2020
Q4 | $5.94M | Sell |
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|
2020
Q3 | $4.91M | Sell |
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|
2020
Q2 | $4.74M | Sell |
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|
2020
Q1 | $3.86M | Sell |
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|
2019
Q4 | $5.74M | Buy |
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|
2019
Q3 | $5.02M | Buy |
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|
2019
Q2 | $4.77M | Buy |
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|
2019
Q1 | $3.74M | Buy |
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|
2018
Q4 | $3.29M | Sell |
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|
2018
Q3 | $3.97M | Buy |
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|
2018
Q2 | $3.55M | Buy |
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|
2018
Q1 | $3.09M | Buy |
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|
2017
Q4 | $3.09M | Buy |
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|
2017
Q3 | $1.78M | Buy |
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|
2017
Q2 | $1.66M | Buy |
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|
2017
Q1 | $1.56M | Buy |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $917K | Buy |
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|
2016
Q2 | $804K | Buy |
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|
2016
Q1 | $582K | Buy |
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|
2015
Q4 | $562K | Buy |
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|
2015
Q3 | $469K | Sell |
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|
2015
Q2 | $522K | Buy |
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|
2015
Q1 | $475K | Hold |
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|
2014
Q4 | $453K | Hold |
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|
2014
Q3 | $427K | Hold |
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|
2014
Q2 | $447K | Hold |
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|
2014
Q1 | $430K | Hold |
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|
2013
Q4 | $418K | Buy |
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