Petix & Botte 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 | $12.1M | Sell |
195,224
-8,188
| -4% | -$508K | 2.97% | 11 |
|
|
2025
Q1 | $11.9M | Sell |
203,412
-31,534
| -13% | -$1.84M | 3.13% | 11 |
|
|
2024
Q4 | $14.6M | Sell |
234,946
-74,287
| -24% | -$4.63M | 3.85% | 7 |
|
|
2024
Q3 | $19.3M | Buy |
309,233
+8,010
| +3% | +$499K | 5.13% | 6 |
|
|
2024
Q2 | $17.6M | Buy |
301,223
+28,996
| +11% | +$1.7M | 4.99% | 5 |
|
|
2024
Q1 | $16.5M | Sell |
272,227
-40,408
| -13% | -$2.45M | 4.11% | 3 |
|
|
2023
Q4 | $17.3M | Buy |
312,635
+3,385
| +1% | +$188K | 5.1% | 7 |
|
|
2023
Q3 | $15.4M | Buy |
309,250
+3,555
| +1% | +$177K | 4.86% | 8 |
|
|
2023
Q2 | $16M | Buy |
305,695
+159,900
| +110% | +$8.36M | 4.96% | 8 |
|
|
2023
Q1 | $7.29M | Buy |
+145,795
| New | +$7.29M | 4.92% | 8 |
|
|
2022
Q3 | $6.11M | Buy |
139,275
+1,485
| +1% | +$65.1K | 4.65% | 8 |
|
|
2022
Q2 | $6.23M | Sell |
137,790
-138,720
| -50% | -$6.28M | 4.59% | 8 |
|
|
2022
Q1 | $14.8M | Buy |
276,510
+146,590
| +113% | +$7.87M | 4.58% | 8 |
|
|
2021
Q4 | $7.36M | Sell |
129,920
-119,395
| -48% | -$6.76M | 4.68% | 8 |
|
|
2021
Q3 | $13.1M | Buy |
249,315
+133,135
| +115% | +$7.01M | 4.45% | 8 |
|
|
2021
Q2 | $6.24M | Sell |
116,180
-80
| -0.1% | -$4.3K | 4.35% | 8 |
|
|
2021
Q1 | $6.05M | Sell |
116,260
-615
| -0.5% | -$32K | 4.47% | 8 |
|
|
2020
Q4 | $5.37M | Sell |
116,875
-2,835
| -2% | -$130K | 4.02% | 9 |
|
|
2020
Q3 | $4.45M | Sell |
119,710
-103,010
| -46% | -$3.83M | 3.55% | 10 |
|
|
2020
Q2 | $4.05M | Buy |
222,720
+115,905
| +109% | +$2.11M | 3.33% | 9 |
|
|
2020
Q1 | $3.07M | Buy |
106,815
+8,405
| +9% | +$242K | 2.99% | 11 |
|
|
2019
Q4 | $4.04M | Buy |
+98,410
| New | +$4.04M | 3.18% | 10 |
|