Nations 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 | $27.4M | Buy |
441,264
+2,855
| +0.7% | +$177K | 1.88% | 5 |
|
|
2025
Q1 | $25.6M | Buy |
438,409
+1,693
| +0.4% | +$98.8K | 1.95% | 4 |
|
|
2024
Q4 | $27.2M | Buy |
436,716
+6,234
| +1% | +$388K | 1.99% | 5 |
|
|
2024
Q3 | $26.8M | Buy |
430,482
+3,682
| +0.9% | +$229K | 1.95% | 5 |
|
|
2024
Q2 | $25M | Sell |
426,800
-1,552
| -0.4% | -$90.8K | 2.04% | 5 |
|
|
2024
Q1 | $26M | Buy |
428,352
+9,822
| +2% | +$597K | 2.19% | 4 |
|
|
2023
Q4 | $23.2M | Buy |
418,530
+3,700
| +0.9% | +$205K | 2.15% | 4 |
|
|
2023
Q3 | $20.7M | Sell |
414,830
-5,895
| -1% | -$294K | 2.08% | 4 |
|
|
2023
Q2 | $22M | Sell |
420,725
-4,925
| -1% | -$258K | 2.16% | 4 |
|
|
2023
Q1 | $21.3M | Buy |
425,650
+3,370
| +0.8% | +$169K | 2.23% | 4 |
|
|
2022
Q4 | $20.4M | Sell |
422,280
-830
| -0.2% | -$40.2K | 2.29% | 3 |
|
|
2022
Q3 | $18.6M | Buy |
423,110
+2,515
| +0.6% | +$110K | 2.69% | 2 |
|
|
2022
Q2 | $19M | Buy |
420,595
+2,910
| +0.7% | +$132K | 2.55% | 2 |
|
|
2022
Q1 | $22.4M | Buy |
417,685
+10,830
| +3% | +$581K | 2.69% | 3 |
|
|
2021
Q4 | $23M | Buy |
406,855
+11,545
| +3% | +$654K | 3.03% | 2 |
|
|
2021
Q3 | $20.8M | Buy |
395,310
+2,515
| +0.6% | +$132K | 3.16% | 2 |
|
|
2021
Q2 | $21.1M | Buy |
392,795
+25,625
| +7% | +$1.38M | 3.54% | 2 |
|
|
2021
Q1 | $19.1M | Buy |
367,170
+20,640
| +6% | +$1.07M | 4.35% | 1 |
|
|
2020
Q4 | $15.9M | Buy |
346,530
+10,555
| +3% | +$485K | 4.19% | 2 |
|
|
2020
Q3 | $12.5M | Buy |
335,975
+5,700
| +2% | +$211K | 3.86% | 2 |
|
|
2020
Q2 | $11.7M | Buy |
330,275
+8,515
| +3% | +$303K | 4.17% | 1 |
|
|
2020
Q1 | $9.26M | Buy |
321,760
+8,770
| +3% | +$252K | 3.95% | 1 |
|
|
2019
Q4 | $12.9M | Buy |
312,990
+8,215
| +3% | +$338K | 4.44% | 1 |
|
|
2019
Q3 | $11.9M | Buy |
304,775
+35,680
| +13% | +$1.39M | 4.28% | 1 |
|
|
2019
Q2 | $10.5M | Buy |
269,095
+2,340
| +0.9% | +$90.9K | 6.91% | 1 |
|
|
2019
Q1 | $10.1M | Buy |
266,755
+10,730
| +4% | +$406K | 6.93% | 1 |
|
|
2018
Q4 | $8.5M | Buy |
256,025
+11,925
| +5% | +$396K | 6.81% | 1 |
|
|
2018
Q3 | $9.83M | Buy |
244,100
+18,545
| +8% | +$747K | 7.04% | 1 |
|
|
2018
Q2 | $8.79M | Buy |
225,555
+6,810
| +3% | +$265K | 7.34% | 1 |
|
|
2018
Q1 | $8.21M | Buy |
218,745
+4,375
| +2% | +$164K | 7.49% | 1 |
|
|
2017
Q4 | $8.14M | Buy |
214,370
+5,580
| +3% | +$212K | 7.46% | 1 |
|
|
2017
Q3 | $7.47M | Buy |
208,790
+21,880
| +12% | +$783K | 7.26% | 1 |
|
|
2017
Q2 | $6.5M | Buy |
186,910
+61,830
| +49% | +$2.15M | 5.35% | 1 |
|
|
2017
Q1 | $4.28M | Buy |
125,080
+44,940
| +56% | +$1.54M | 4.18% | 2 |
|
|
2016
Q4 | $2.65M | Buy |
80,140
+17,685
| +28% | +$585K | 2.86% | 5 |
|
|
2016
Q3 | $1.93M | Buy |
62,455
+2,600
| +4% | +$80.4K | 1.91% | 8 |
|
|
2016
Q2 | $1.79M | Buy |
59,855
+3,150
| +6% | +$94.1K | 1.87% | 8 |
|
|
2016
Q1 | $1.64M | Buy |
56,705
+23,355
| +70% | +$673K | 1.88% | 9 |
|
|
2015
Q4 | $929K | Buy |
+33,350
| New | +$929K | 1.21% | 22 |
|