NewSquare Capital’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
Q2 | $36.2M | Buy |
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|
2025
Q1 | $32.6M | Buy |
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|
2024
Q4 | $33.6M | Sell |
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|
2024
Q3 | $34.1M | Buy |
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|
2024
Q2 | $31.1M | Buy |
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|
2024
Q1 | $30.7M | Buy |
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|
2023
Q4 | $26.9M | Buy |
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|
2023
Q3 | $14.3M | Buy |
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|
2023
Q2 | $14.5M | Buy |
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|
2023
Q1 | $13.8M | Sell |
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|
2022
Q4 | $13.4M | Sell |
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|
2022
Q3 | $12.9M | Sell |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $16.2M | Buy |
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|
2021
Q4 | $15.4M | Buy |
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|
2021
Q3 | $12.9M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $12M | Buy |
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|
2020
Q4 | $10.6M | Sell |
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|
2020
Q3 | $8.69M | Sell |
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|
2020
Q2 | $8.66M | Sell |
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|
2020
Q1 | $7.6M | Sell |
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|
2019
Q4 | $11.3M | Buy |
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|
2019
Q3 | $10.5M | Sell |
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|
2019
Q2 | $10.7M | Sell |
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|
2019
Q1 | $10.7M | Sell |
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|
2018
Q4 | $9.91M | Buy |
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|
2018
Q3 | $11.4M | Buy |
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|
2018
Q2 | $8.11M | Sell |
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|
2018
Q1 | $7.81M | Buy |
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|
2017
Q4 | $7.49M | Sell |
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|
2017
Q3 | $7.06M | Buy |
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|
2017
Q2 | $9.2M | Buy |
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|
2017
Q1 | $8.67M | Buy |
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|
2016
Q4 | $7.03M | Buy |
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|
2016
Q3 | $5.94M | Buy |
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|
2016
Q2 | $4.26M | Buy |
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|
2016
Q1 | $301K | Sell |
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|
2015
Q4 | $884K | Sell |
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|
2015
Q3 | $998K | Sell |
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|
2015
Q2 | $1.11M | Buy |
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|
2015
Q1 | $1.06M | Sell |
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|
2014
Q4 | $1.17M | Sell |
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|
2014
Q3 | $1.47M | Sell |
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|
2014
Q2 | $1.65M | Sell |
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|
2014
Q1 | $2.59M | Sell |
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|
2013
Q4 | $3.97M | Sell |
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|
2013
Q3 | $4.5M | Sell |
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|
2013
Q2 | $4.83M | Buy |
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