Pacific Center for Financial Services’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 | $14.1M | Sell |
227,122
-3,058
| -1% | -$190K | 3.82% | 8 |
|
|
2025
Q1 | $13.4M | Sell |
230,180
-3,088
| -1% | -$180K | 3.56% | 9 |
|
|
2024
Q4 | $14.5M | Buy |
233,268
+5,655
| +2% | +$352K | 3.74% | 8 |
|
|
2024
Q3 | $14.2M | Buy |
227,613
+5,630
| +3% | +$351K | 3.74% | 8 |
|
|
2024
Q2 | $13M | Buy |
221,983
+10,975
| +5% | +$642K | 3.64% | 8 |
|
|
2024
Q1 | $12.8M | Buy |
211,008
+11,928
| +6% | +$725K | 3.65% | 8 |
|
|
2023
Q4 | $11M | Buy |
199,080
+1,855
| +0.9% | +$103K | 3.48% | 8 |
|
|
2023
Q3 | $9.84M | Buy |
197,225
+3,425
| +2% | +$171K | 3.34% | 8 |
|
|
2023
Q2 | $10.1M | Buy |
193,800
+2,320
| +1% | +$121K | 3.33% | 9 |
|
|
2023
Q1 | $9.58M | Buy |
+191,480
| New | +$9.58M | 3.3% | 11 |
|
|
2022
Q3 | $8.4M | Sell |
191,640
-1,125
| -0.6% | -$49.3K | 3.29% | 11 |
|
|
2022
Q2 | $8.72M | Sell |
192,765
-1,860
| -1% | -$84.2K | 3.6% | 10 |
|
|
2022
Q1 | $10.4M | Buy |
194,625
+5,210
| +3% | +$280K | 3.73% | 10 |
|
|
2021
Q4 | $10.7M | Buy |
189,415
+4,740
| +3% | +$268K | 4.32% | 7 |
|
|
2021
Q3 | $9.72M | Buy |
184,675
+3,270
| +2% | +$172K | 4.24% | 7 |
|
|
2021
Q2 | $9.75M | Buy |
181,405
+12,320
| +7% | +$662K | 4.25% | 7 |
|
|
2021
Q1 | $8.8M | Buy |
169,085
+7,310
| +5% | +$381K | 4.21% | 7 |
|
|
2020
Q4 | $7.44M | Buy |
161,775
+8,160
| +5% | +$375K | 2.75% | 8 |
|
|
2020
Q3 | $5.69M | Buy |
153,615
+10,975
| +8% | +$407K | 2.36% | 9 |
|
|
2020
Q2 | $5.07M | Buy |
142,640
+6,190
| +5% | +$220K | 2.5% | 10 |
|
|
2020
Q1 | $3.93M | Sell |
136,450
-3,900
| -3% | -$112K | 2.48% | 8 |
|
|
2019
Q4 | $5.78M | Buy |
140,350
+7,830
| +6% | +$322K | 2.54% | 12 |
|
|
2019
Q3 | $5.12M | Buy |
132,520
+10,900
| +9% | +$421K | 2.51% | 12 |
|
|
2019
Q2 | $4.73M | Buy |
121,620
+2,290
| +2% | +$89K | 2.42% | 12 |
|
|
2019
Q1 | $4.52M | Buy |
119,330
+915
| +0.8% | +$34.7K | 2.43% | 11 |
|
|
2018
Q4 | $3.93M | Buy |
118,415
+9,175
| +8% | +$305K | 2.11% | 13 |
|
|
2018
Q3 | $4.4M | Buy |
109,240
+4,945
| +5% | +$199K | 2.14% | 13 |
|
|
2018
Q2 | $4.06M | Buy |
104,295
+10,150
| +11% | +$395K | 2.39% | 12 |
|
|
2018
Q1 | $3.53M | Buy |
94,145
+4,735
| +5% | +$178K | 2.15% | 14 |
|
|
2017
Q4 | $3.39M | Buy |
89,410
+8,145
| +10% | +$309K | 2.08% | 15 |
|
|
2017
Q3 | $2.91M | Buy |
81,265
+5,580
| +7% | +$200K | 1.86% | 15 |
|
|
2017
Q2 | $2.63M | Buy |
75,685
+16,750
| +28% | +$583K | 1.77% | 15 |
|
|
2017
Q1 | $2.02M | Buy |
58,935
+48,860
| +485% | +$1.67M | 1.41% | 16 |
|
|
2016
Q4 | $333K | Buy |
+10,075
| New | +$333K | 0.25% | 32 |
|