Peachtree Investment Partners’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 | $562K | Buy |
9,060
+18
| +0.2% | +$1.12K | 0.21% | 47 |
|
|
2025
Q1 | $528K | Sell |
9,042
-56
| -0.6% | -$3.27K | 0.21% | 46 |
|
|
2024
Q4 | $567K | Sell |
9,098
-236
| -3% | -$14.7K | 0.21% | 43 |
|
|
2024
Q3 | $582K | Sell |
9,334
-1,926
| -17% | -$120K | 0.22% | 44 |
|
|
2024
Q2 | $659K | Buy |
11,260
+84
| +0.8% | +$4.92K | 0.26% | 40 |
|
|
2024
Q1 | $679K | Sell |
11,176
-1,734
| -13% | -$105K | 0.27% | 38 |
|
|
2023
Q4 | $716K | Sell |
12,910
-515
| -4% | -$28.5K | 0.29% | 38 |
|
|
2023
Q3 | $669K | Buy |
13,425
+75
| +0.6% | +$3.74K | 0.34% | 35 |
|
|
2023
Q2 | $698K | Sell |
13,350
-15
| -0.1% | -$784 | 0.32% | 40 |
|
|
2023
Q1 | $669K | Buy |
13,365
+30
| +0.2% | +$1.5K | 0.42% | 37 |
|
|
2022
Q4 | $645K | Sell |
13,335
-820
| -6% | -$39.7K | 0.39% | 42 |
|
|
2022
Q3 | $621K | Sell |
14,155
-880
| -6% | -$38.6K | 0.42% | 38 |
|
|
2022
Q2 | $680K | Sell |
15,035
-1,470
| -9% | -$66.5K | 0.42% | 37 |
|
|
2022
Q1 | $886K | Sell |
16,505
-505
| -3% | -$27.1K | 0.41% | 41 |
|
|
2021
Q4 | $963K | Sell |
17,010
-1,160
| -6% | -$65.7K | 0.4% | 39 |
|
|
2021
Q3 | $956K | Sell |
18,170
-795
| -4% | -$41.8K | 0.47% | 38 |
|
|
2021
Q2 | $1.02M | Buy |
18,965
+70
| +0.4% | +$3.76K | 0.5% | 35 |
|
|
2021
Q1 | $984K | Sell |
18,895
-5
| -0% | -$260 | 0.57% | 32 |
|
|
2020
Q4 | $869K | Buy |
18,900
+35
| +0.2% | +$1.61K | 0.51% | 33 |
|
|
2020
Q3 | $699K | Sell |
18,865
-2,860
| -13% | -$106K | 0.48% | 34 |
|
|
2020
Q2 | $773K | Sell |
21,725
-1,675
| -7% | -$59.6K | 0.63% | 29 |
|
|
2020
Q1 | $673K | Sell |
23,400
-6,605
| -22% | -$190K | 0.67% | 24 |
|
|
2019
Q4 | $1.24M | Sell |
30,005
-270
| -0.9% | -$11.1K | 0.85% | 25 |
|
|
2019
Q3 | $1.17M | Sell |
30,275
-4,220
| -12% | -$163K | 0.93% | 24 |
|
|
2019
Q2 | $1.34M | Sell |
34,495
-2,310
| -6% | -$89.7K | 1.05% | 25 |
|
|
2019
Q1 | $1.39M | Sell |
36,805
-2,045
| -5% | -$77.5K | 1.18% | 25 |
|
|
2018
Q4 | $1.29M | Buy |
+38,850
| New | +$1.29M | 1.46% | 18 |
|