Peak Asset Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Peak Asset Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$451K	Hold	7,275	–	–	0.08%	101
2025 Q1	$425K	Sell	7,275 -475	-6%	-$27.7K	0.08%	102
2024 Q4	$483K	Hold	7,750	–	–	0.09%	95
2024 Q3	$483K	Hold	7,750	–	–	0.09%	96
2024 Q2	$454K	Sell	7,750 -1,560	-17%	-$91.3K	0.09%	99
2024 Q1	$565K	Hold	9,310	–	–	0.11%	96
2023 Q4	$516K	Hold	9,310	–	–	0.11%	93
2023 Q3	$464K	Sell	9,310 -1,245	-12%	-$62.1K	0.11%	92
2023 Q2	$552K	Buy	10,555 +95	+0.9%	+$4.97K	0.13%	90
2023 Q1	$523K	Hold	10,460	–	–	0.13%	92
2022 Q4	$506K	Sell	10,460 -600	-5%	-$29K	0.13%	87
2022 Q3	$485K	Buy	11,060 +675	+6%	+$29.6K	0.14%	86
2022 Q2	$470K	Sell	10,385 -130	-1%	-$5.88K	0.13%	90
2022 Q1	$564K	Hold	10,515	–	–	0.13%	84
2021 Q4	$595K	Hold	10,515	–	–	0.14%	89
2021 Q3	$553K	Buy	10,515 +360	+4%	+$18.9K	0.14%	88
2021 Q2	$546K	Buy	10,155 +460	+5%	+$24.7K	0.14%	89
2021 Q1	$505K	Sell	9,695 -325	-3%	-$16.9K	0.12%	100
2020 Q4	$461K	Buy	10,020 +450	+5%	+$20.7K	0.12%	96
2020 Q3	$355K	Hold	9,570	–	–	0.11%	98
2020 Q2	$340K	Sell	9,570 -710	-7%	-$25.2K	0.11%	91
2020 Q1	$296K	Buy	10,280 +820	+9%	+$23.6K	0.11%	84
2019 Q4	$389K	Hold	9,460	–	–	0.12%	84
2019 Q3	$366K	Hold	9,460	–	–	0.12%	87
2019 Q2	$368K	Buy	9,460 +250	+3%	+$9.73K	0.12%	91
2019 Q1	$349K	Hold	9,210	–	–	0.12%	92
2018 Q4	$306K	Buy	9,210 +1,645	+22%	+$54.7K	0.11%	94
2018 Q3	$305K	Hold	7,565	–	–	0.1%	98
2018 Q2	$295K	Hold	7,565	–	–	0.11%	100
2018 Q1	$284K	Hold	7,565	–	–	0.1%	100
2017 Q4	$287K	Buy	7,565 +375	+5%	+$14.2K	0.11%	102
2017 Q3	$257K	Hold	7,190	–	–	0.09%	118
2017 Q2	$250K	Sell	7,190 -1,625	-18%	-$56.5K	0.09%	117
2017 Q1	$302K	Buy	8,815 +365	+4%	+$12.5K	0.11%	117
2016 Q4	$279K	Buy	8,450 +885	+12%	+$29.2K	0.11%	119
2016 Q3	$234K	Buy	+7,565	New	+$234K	0.1%	122
2015 Q1	–	Sell	-7,000	Closed	-$203K	–	122
2014 Q4	$203K	Buy	+7,000	New	+$203K	0.11%	106