Nikulski Financial’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 | $2.29M | Sell |
36,978
-2,477
| -6% | -$154K | 0.63% | 49 |
|
2025
Q1 | $2.3M | Sell |
39,455
-1,096
| -3% | -$64K | 0.7% | 46 |
|
2024
Q4 | $2.53M | Sell |
40,551
-664
| -2% | -$41.4K | 0.74% | 42 |
|
2024
Q3 | $2.57M | Buy |
41,215
+39
| +0.1% | +$2.43K | 0.77% | 41 |
|
2024
Q2 | $2.41M | Buy |
41,176
+861
| +2% | +$50.4K | 0.77% | 40 |
|
2024
Q1 | $2.45M | Buy |
40,315
+1,060
| +3% | +$64.4K | 0.81% | 40 |
|
2023
Q4 | $2.18M | Sell |
39,255
-655
| -2% | -$36.3K | 0.8% | 37 |
|
2023
Q3 | $1.99M | Buy |
39,910
+4,455
| +13% | +$222K | 0.82% | 37 |
|
2023
Q2 | $1.85M | Buy |
35,455
+280
| +0.8% | +$14.6K | 0.77% | 38 |
|
2023
Q1 | $1.76M | Buy |
35,175
+1,145
| +3% | +$57.3K | 0.78% | 39 |
|
2022
Q4 | $1.65M | Buy |
34,030
+780
| +2% | +$37.7K | 0.78% | 40 |
|
2022
Q3 | $1.46M | Buy |
33,250
+2,940
| +10% | +$129K | 0.75% | 38 |
|
2022
Q2 | $1.37M | Buy |
30,310
+615
| +2% | +$27.8K | 0.68% | 40 |
|
2022
Q1 | $1.59M | Buy |
29,695
+1,065
| +4% | +$57.2K | 0.67% | 39 |
|
2021
Q4 | $1.62M | Buy |
28,630
+1,520
| +6% | +$86.1K | 0.68% | 41 |
|
2021
Q3 | $1.43M | Buy |
27,110
+1,425
| +6% | +$75K | 0.66% | 43 |
|
2021
Q2 | $1.37M | Buy |
25,685
+8,925
| +53% | +$476K | 0.64% | 43 |
|
2021
Q1 | $872K | Buy |
16,760
+1,225
| +8% | +$63.7K | 0.45% | 60 |
|
2020
Q4 | $714K | Buy |
15,535
+1,350
| +10% | +$62K | 0.39% | 60 |
|
2020
Q3 | $526K | Buy |
14,185
+1,185
| +9% | +$43.9K | 0.33% | 61 |
|
2020
Q2 | $462K | Sell |
13,000
-1,600
| -11% | -$56.9K | 0.32% | 64 |
|
2020
Q1 | $420K | Sell |
14,600
-2,740
| -16% | -$78.8K | 0.37% | 55 |
|
2019
Q4 | $709K | Buy |
17,340
+1,200
| +7% | +$49.1K | 0.51% | 45 |
|
2019
Q3 | $618K | Sell |
16,140
-100
| -0.6% | -$3.83K | 0.51% | 44 |
|
2019
Q2 | $628K | Buy |
16,240
+400
| +3% | +$15.5K | 0.53% | 44 |
|
2019
Q1 | $600K | Sell |
15,840
-2,700
| -15% | -$102K | 0.58% | 39 |
|
2018
Q4 | $616K | Buy |
18,540
+1,450
| +8% | +$48.2K | 0.65% | 39 |
|
2018
Q3 | $622K | Buy |
17,090
+7,805
| +84% | +$284K | 0.58% | 42 |
|
2018
Q2 | $362K | Hold |
9,285
| – | – | 0.33% | 57 |
|
2018
Q1 | $348K | Sell |
9,285
-1,175
| -11% | -$44K | 0.35% | 56 |
|
2017
Q4 | $397K | Buy |
+10,460
| New | +$397K | 0.43% | 50 |
|