Pacific Sun 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 | $809K | Buy |
13,051
+50
| +0.4% | +$3.1K | 0.42% | 73 |
|
|
2025
Q1 | $759K | Buy |
13,001
+30
| +0.2% | +$1.75K | 0.43% | 72 |
|
|
2024
Q4 | $808K | Buy |
12,971
+6
| +0% | +$374 | 0.44% | 69 |
|
|
2024
Q3 | $808K | Buy |
12,965
+20
| +0.2% | +$1.25K | 0.45% | 67 |
|
|
2024
Q2 | $758K | Hold |
12,945
| – | – | 0.45% | 69 |
|
|
2024
Q1 | $786K | Hold |
12,945
| – | – | 0.46% | 68 |
|
|
2023
Q4 | $718K | Sell |
12,945
-1,225
| -9% | -$67.9K | 0.45% | 66 |
|
|
2023
Q3 | $707K | Sell |
14,170
-600
| -4% | -$29.9K | 0.49% | 62 |
|
|
2023
Q2 | $739K | Buy |
+14,770
| New | +$739K | 0.49% | 61 |
|
|
2022
Q4 | $715K | Sell |
14,770
-50
| -0.3% | -$2.42K | 0.5% | 60 |
|
|
2022
Q3 | $650K | Buy |
14,820
+200
| +1% | +$8.77K | 0.46% | 67 |
|
|
2022
Q2 | $661K | Buy |
14,620
+100
| +0.7% | +$4.52K | 0.44% | 73 |
|
|
2022
Q1 | $779K | Hold |
14,520
| – | – | 0.43% | 74 |
|
|
2021
Q4 | $822K | Hold |
14,520
| – | – | 0.44% | 73 |
|
|
2021
Q3 | $764K | Buy |
+14,520
| New | +$764K | 0.44% | 72 |
|
|
2020
Q3 | $552K | Hold |
14,905
| – | – | 0.46% | 72 |
|
|
2020
Q2 | $530K | Hold |
14,905
| – | – | 0.48% | 70 |
|
|
2020
Q1 | $429K | Buy |
14,905
+650
| +5% | +$18.7K | 0.49% | 75 |
|
|
2019
Q4 | $587K | Hold |
14,255
| – | – | 0.52% | 67 |
|
|
2019
Q3 | $551K | Buy |
14,255
+100
| +0.7% | +$3.87K | 0.52% | 71 |
|
|
2019
Q2 | $550K | Buy |
+14,155
| New | +$550K | 0.53% | 68 |
|
|
2018
Q2 | $458K | Buy |
11,375
+150
| +1% | +$6.04K | 0.47% | 72 |
|
|
2018
Q1 | $421K | Buy |
11,225
+1,775
| +19% | +$66.6K | 0.56% | 65 |
|
|
2017
Q4 | $359K | Buy |
+9,450
| New | +$359K | 0.2% | 94 |
|