Princeton Global Asset Management’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 | $1.44M | Buy |
23,163
+4,844
| +26% | +$300K | 0.26% | 84 |
|
2025
Q1 | $1.07M | Sell |
18,319
-949
| -5% | -$55.4K | 0.21% | 92 |
|
2024
Q4 | $1.2M | Buy |
19,268
+3,395
| +21% | +$212K | 0.22% | 88 |
|
2024
Q3 | $989K | Buy |
15,873
+9,408
| +146% | +$586K | 0.19% | 94 |
|
2024
Q2 | $378K | Buy |
6,465
+465
| +8% | +$27.2K | 0.08% | 126 |
|
2024
Q1 | $364K | Hold |
6,000
| – | – | 0.09% | 123 |
|
2023
Q4 | $333K | Hold |
6,000
| – | – | 0.08% | 125 |
|
2023
Q3 | $299K | Hold |
6,000
| – | – | 0.08% | 129 |
|
2023
Q2 | $314K | Hold |
6,000
| – | – | 0.09% | 126 |
|
2023
Q1 | $300K | Hold |
6,000
| – | – | 0.09% | 138 |
|
2022
Q4 | $290K | Hold |
6,000
| – | – | 0.09% | 131 |
|
2022
Q3 | $263K | Hold |
6,000
| – | – | 0.09% | 132 |
|
2022
Q2 | $271K | Hold |
6,000
| – | – | 0.09% | 141 |
|
2022
Q1 | $322K | Buy |
6,000
+2,000
| +50% | +$107K | 0.09% | 136 |
|
2021
Q4 | $226K | Hold |
4,000
| – | – | 0.06% | 172 |
|
2021
Q3 | $210K | Hold |
4,000
| – | – | 0.06% | 172 |
|
2021
Q2 | $215K | Hold |
4,000
| – | – | 0.07% | 172 |
|
2021
Q1 | $208K | Hold |
4,000
| – | – | 0.07% | 169 |
|
2020
Q4 | $184K | Hold |
4,000
| – | – | 0.06% | 166 |
|
2020
Q3 | $148K | Hold |
4,000
| – | – | 0.06% | 165 |
|
2020
Q2 | $142K | Sell |
4,000
-1,500
| -27% | -$53.3K | 0.04% | 190 |
|
2020
Q1 | $158K | Sell |
5,500
-12,670
| -70% | -$364K | 0.07% | 166 |
|
2019
Q4 | $748 | Buy |
18,170
+4,170
| +30% | +$172 | 0.3% | 90 |
|
2019
Q3 | $531K | Hold |
14,000
| – | – | 0.3% | 94 |
|
2019
Q2 | $544K | Hold |
14,000
| – | – | 0.33% | 88 |
|
2019
Q1 | $530K | Buy |
14,000
+2,925
| +26% | +$111K | 0.36% | 80 |
|
2018
Q4 | $368K | Buy |
+11,075
| New | +$368K | 0.32% | 82 |
|