Pachira Investments’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 | $10.8M | Sell |
174,571
-8,474
| -5% | -$526K | 8.18% | 2 |
|
|
2025
Q1 | $10.7M | Buy |
183,045
+3,536
| +2% | +$206K | 7.49% | 2 |
|
|
2024
Q4 | $11.2M | Buy |
179,509
+6,899
| +4% | +$429K | 6.83% | 2 |
|
|
2024
Q3 | $10.8M | Buy |
172,610
+3,608
| +2% | +$225K | 8.28% | 2 |
|
|
2024
Q2 | $9.89M | Sell |
169,002
-1,949
| -1% | -$114K | 8.77% | 2 |
|
|
2024
Q1 | $10.4M | Sell |
170,951
-15,764
| -8% | -$958K | 8.49% | 3 |
|
|
2023
Q4 | $10.3M | Sell |
186,715
-5,500
| -3% | -$305K | 9.14% | 4 |
|
|
2023
Q3 | $9.59M | Sell |
192,215
-5,810
| -3% | -$290K | 10.76% | 3 |
|
|
2023
Q2 | $10.4M | Buy |
198,025
+188,550
| +1,990% | +$9.86M | 11.14% | 3 |
|
|
2023
Q1 | $474K | Buy |
9,475
+210
| +2% | +$10.5K | 2.05% | 14 |
|
|
2022
Q4 | $448K | Buy |
9,265
+520
| +6% | +$25.1K | 2.26% | 15 |
|
|
2022
Q3 | $384K | Sell |
8,745
-239,010
| -96% | -$10.5M | 1.71% | 13 |
|
|
2022
Q2 | $11.2M | Buy |
247,755
+3,565
| +1% | +$161K | 17.27% | 3 |
|
|
2022
Q1 | $13.1M | Buy |
244,190
+8,665
| +4% | +$465K | 10.14% | 5 |
|
|
2021
Q4 | $13.3M | Buy |
235,525
+5,780
| +3% | +$327K | 8.6% | 5 |
|
|
2021
Q3 | $12.1M | Sell |
229,745
-870
| -0.4% | -$45.8K | 8.6% | 8 |
|
|
2021
Q2 | $12.4M | Sell |
230,615
-11,275
| -5% | -$606K | 8.71% | 8 |
|
|
2021
Q1 | $12.6M | Buy |
241,890
+9,670
| +4% | +$503K | 9.26% | 4 |
|
|
2020
Q4 | $10.7M | Sell |
232,220
-3,845
| -2% | -$177K | 10.21% | 5 |
|
|
2020
Q3 | $8.75M | Sell |
236,065
-5,585
| -2% | -$207K | 11.41% | 4 |
|
|
2020
Q2 | $8.59M | Buy |
241,650
+7,780
| +3% | +$277K | 15.34% | 4 |
|
|
2020
Q1 | $6.73M | Sell |
233,870
-471,695
| -67% | -$13.6M | 27% | 2 |
|
|
2019
Q4 | $29M | Sell |
705,565
-13,600
| -2% | -$560K | 24.31% | 3 |
|
|
2019
Q3 | $27.8M | Sell |
719,165
-2,980
| -0.4% | -$115K | 30.93% | 2 |
|
|
2019
Q2 | $28.1M | Sell |
722,145
-11,110
| -2% | -$432K | 31.11% | 2 |
|
|
2019
Q1 | $27.8M | Buy |
733,255
+5,695
| +0.8% | +$216K | 24.97% | 2 |
|
|
2018
Q4 | $24.2M | Sell |
727,560
-15,455
| -2% | -$513K | 31.18% | 3 |
|
|
2018
Q3 | $29.9M | Sell |
743,015
-12,160
| -2% | -$490K | 29.91% | 3 |
|
|
2018
Q2 | $29.4M | Sell |
755,175
-6,190
| -0.8% | -$241K | 30.14% | 2 |
|
|
2018
Q1 | $28.6M | Buy |
761,365
+5,675
| +0.8% | +$213K | 23.84% | 2 |
|
|
2017
Q4 | $28.7M | Sell |
755,690
-5,490
| -0.7% | -$208K | 24.03% | 2 |
|
|
2017
Q3 | $27.2M | Sell |
761,180
-10,095
| -1% | -$361K | 24% | 3 |
|
|
2017
Q2 | $26.8M | Sell |
771,275
-670
| -0.1% | -$23.3K | 24.14% | 2 |
|
|
2017
Q1 | $26.4M | Buy |
771,945
+25,730
| +3% | +$881K | 24.08% | 2 |
|
|
2016
Q4 | $24.7M | Buy |
+746,215
| New | +$24.7M | 23.53% | 2 |
|