Plancorp LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Plancorp LLC’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	$990K	Buy	15,958 +4,834	+43%	+$300K	0.03%	153
2025 Q1	$649K	Sell	11,124 -496	-4%	-$28.9K	0.03%	178
2024 Q4	$724K	Sell	11,620 -296	-2%	-$18.4K	0.03%	155
2024 Q3	$743K	Sell	11,916 -609	-5%	-$38K	0.03%	155
2024 Q2	$733K	Buy	12,525 +302	+2%	+$17.7K	0.03%	148
2024 Q1	$742K	Buy	12,223 +53	+0.4%	+$3.22K	0.03%	145
2023 Q4	$674K	Hold	12,170	–	–	0.03%	139
2023 Q3	$607K	Hold	12,170	–	–	0.03%	140
2023 Q2	$636K	Hold	12,170	–	–	0.03%	134
2023 Q1	$609K	Hold	12,170	–	–	0.03%	140
2022 Q4	$589K	Hold	12,170	–	–	0.03%	135
2022 Q3	$534K	Buy	12,170 +525	+5%	+$23K	0.04%	139
2022 Q2	$527K	Buy	11,645 +1,195	+11%	+$54.1K	0.03%	144
2022 Q1	$561K	Sell	10,450 -80	-0.8%	-$4.3K	0.04%	143
2021 Q4	$596K	Hold	10,530	–	–	0.04%	132
2021 Q3	$554K	Buy	10,530 +315	+3%	+$16.6K	0.04%	128
2021 Q2	$549K	Buy	10,215 +1,080	+12%	+$58K	0.04%	123
2021 Q1	$476K	Hold	9,135	–	–	0.1%	125
2020 Q4	$420K	Hold	9,135	–	–	0.1%	128
2020 Q3	$339K	Sell	9,135 -400	-4%	-$14.8K	0.1%	126
2020 Q2	$339K	Sell	9,535 -140	-1%	-$4.98K	0.1%	125
2020 Q1	$278K	Sell	9,675 -16,690	-63%	-$480K	0.11%	130
2019 Q4	$1.09M	Buy	26,365 +120	+0.5%	+$4.94K	0.33%	58
2019 Q3	$1.01M	Hold	26,245	–	–	0.39%	47
2019 Q2	$1.02M	Hold	26,245	–	–	0.4%	48
2019 Q1	$994K	Hold	26,245	–	–	0.38%	60
2018 Q4	$872K	Hold	26,245	–	–	0.4%	59
2018 Q3	$1.06M	Hold	26,245	–	–	0.42%	52
2018 Q2	$1.02M	Hold	26,245	–	–	0.41%	54
2018 Q1	$983K	Hold	26,245	–	–	0.31%	56
2017 Q4	$996K	Sell	26,245 -730	-3%	-$27.7K	0.32%	56
2017 Q3	$964K	Hold	26,975	–	–	0.28%	56
2017 Q2	$938K	Hold	26,975	–	–	0.28%	59
2017 Q1	$924K	Buy	26,975 +2,105	+8%	+$72.1K	0.27%	59
2016 Q4	$823K	Buy	+24,870	New	+$823K	0.23%	60
2016 Q1	–	Sell	-15,125	Closed	-$421K	–	61
2015 Q4	$421K	Hold	15,125	–	–	0.5%	48
2015 Q3	$413K	Hold	15,125	–	–	0.37%	59
2015 Q2	$454K	Buy	+15,125	New	+$454K	0.42%	44