PPS&V Asset Management Consultants’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 | $1.86M | Buy |
29,952
+2,546
| +9% | +$158K | 1.17% | 12 |
|
2025
Q1 | $1.6M | Sell |
27,406
-342
| -1% | -$20K | 1.16% | 12 |
|
2024
Q4 | $1.73M | Sell |
27,748
-330
| -1% | -$20.6K | 1.17% | 12 |
|
2024
Q3 | $1.75M | Sell |
28,078
-989
| -3% | -$61.6K | 1.2% | 12 |
|
2024
Q2 | $1.7M | Buy |
29,067
+4,484
| +18% | +$262K | 1.22% | 12 |
|
2024
Q1 | $1.49M | Sell |
24,583
-1,317
| -5% | -$80K | 1.1% | 13 |
|
2023
Q4 | $1.44M | Buy |
25,900
+1,205
| +5% | +$66.8K | 1.1% | 14 |
|
2023
Q3 | $1.23M | Sell |
24,695
-320
| -1% | -$16K | 1.06% | 14 |
|
2023
Q2 | $1.31M | Sell |
25,015
-2,635
| -10% | -$138K | 1.06% | 13 |
|
2023
Q1 | $1.38M | Buy |
27,650
+590
| +2% | +$29.5K | 1.19% | 13 |
|
2022
Q4 | $1.31M | Buy |
+27,060
| New | +$1.31M | 1.25% | 13 |
|