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