Platt Investment Counsel’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 | $15.1M | Sell |
243,377
-2,942
| -1% | -$182K | 14.34% | 4 |
|
|
2025
Q1 | $14.4M | Buy |
246,319
+10,577
| +4% | +$617K | 14.18% | 3 |
|
|
2024
Q4 | $14.7M | Sell |
235,742
-4,843
| -2% | -$302K | 14.02% | 4 |
|
|
2024
Q3 | $15M | Buy |
240,585
+1,902
| +0.8% | +$119K | 13.31% | 4 |
|
|
2024
Q2 | $14M | Buy |
238,683
+6,881
| +3% | +$403K | 13.43% | 4 |
|
|
2024
Q1 | $14.1M | Sell |
231,802
-578
| -0.2% | -$35.1K | 13.42% | 4 |
|
|
2023
Q4 | $12.9M | Sell |
232,380
-35,165
| -13% | -$1.95M | 13.35% | 5 |
|
|
2023
Q3 | $13.3M | Sell |
267,545
-1,350
| -0.5% | -$67.3K | 15.92% | 4 |
|
|
2023
Q2 | $14.1M | Buy |
268,895
+22,100
| +9% | +$1.16M | 15.95% | 4 |
|
|
2023
Q1 | $12.3M | Buy |
246,795
+4,195
| +2% | +$210K | 16.5% | 2 |
|
|
2022
Q4 | $11.7M | Buy |
242,600
+38,480
| +19% | +$1.86M | 16.68% | 2 |
|
|
2022
Q3 | $8.95M | Sell |
204,120
-13,975
| -6% | -$613K | 13% | 2 |
|
|
2022
Q2 | $9.87M | Sell |
218,095
-94,345
| -30% | -$4.27M | 13.41% | 3 |
|
|
2022
Q1 | $16.8M | Sell |
312,440
-6,265
| -2% | -$336K | 15.59% | 4 |
|
|
2021
Q4 | $18M | Sell |
318,705
-3,340
| -1% | -$189K | 15.39% | 3 |
|
|
2021
Q3 | $16.9M | Buy |
322,045
+3,505
| +1% | +$184K | 15.04% | 3 |
|
|
2021
Q2 | $17.1M | Sell |
318,540
-8,510
| -3% | -$457K | 14.72% | 3 |
|
|
2021
Q1 | $17M | Buy |
327,050
+4,335
| +1% | +$226K | 15.23% | 2 |
|
|
2020
Q4 | $14.8M | Buy |
+322,715
| New | +$14.8M | 14.05% | 2 |
|