Palisade Asset Management’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 | $4.46M | Buy |
71,945
+2,902
| +4% | +$180K | 0.44% | 56 |
|
|
2025
Q1 | $4.03M | Buy |
69,043
+4,095
| +6% | +$239K | 0.41% | 59 |
|
|
2024
Q4 | $4.05M | Buy |
64,948
+3,098
| +5% | +$193K | 0.41% | 59 |
|
|
2024
Q3 | $3.85M | Buy |
61,850
+4,520
| +8% | +$282K | 0.38% | 61 |
|
|
2024
Q2 | $3.35M | Buy |
57,330
+420
| +0.7% | +$24.6K | 0.35% | 68 |
|
|
2024
Q1 | $3.46M | Sell |
56,910
-330
| -0.6% | -$20K | 0.34% | 70 |
|
|
2023
Q4 | $3.17M | Buy |
57,240
+2,255
| +4% | +$125K | 0.35% | 70 |
|
|
2023
Q3 | $2.74M | Buy |
54,985
+2,680
| +5% | +$134K | 0.33% | 68 |
|
|
2023
Q2 | $2.74M | Buy |
52,305
+5,425
| +12% | +$284K | 0.32% | 69 |
|
|
2023
Q1 | $2.35M | Buy |
46,880
+1,490
| +3% | +$74.5K | 0.29% | 75 |
|
|
2022
Q4 | $2.2M | Buy |
45,390
+17,225
| +61% | +$833K | 0.25% | 83 |
|
|
2022
Q3 | $1.24M | Buy |
28,165
+2,765
| +11% | +$121K | 0.17% | 98 |
|
|
2022
Q2 | $1.15M | Sell |
25,400
-1,150
| -4% | -$52K | 0.15% | 103 |
|
|
2022
Q1 | $1.43M | Buy |
26,550
+3,025
| +13% | +$162K | 0.16% | 99 |
|
|
2021
Q4 | $1.33M | Buy |
23,525
+1,470
| +7% | +$83.2K | 0.15% | 103 |
|
|
2021
Q3 | $1.16M | Buy |
22,055
+1,055
| +5% | +$55.5K | 0.14% | 107 |
|
|
2021
Q2 | $1.13M | Buy |
21,000
+820
| +4% | +$44.1K | 0.13% | 107 |
|
|
2021
Q1 | $1.05M | Sell |
20,180
-40
| -0.2% | -$2.08K | 0.14% | 108 |
|
|
2020
Q4 | $929K | Buy |
20,220
+600
| +3% | +$27.6K | 0.13% | 109 |
|
|
2020
Q3 | $727K | Sell |
19,620
-440
| -2% | -$16.3K | 0.11% | 111 |
|
|
2020
Q2 | $713K | Buy |
20,060
+565
| +3% | +$20.1K | 0.11% | 109 |
|
|
2020
Q1 | $561K | Buy |
+19,495
| New | +$561K | 0.1% | 114 |
|