Rappaport Reiches Capital 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
Q1 | $358K | Sell |
6,135
-510
| -8% | -$29.8K | 0.09% | 78 |
|
|
2024
Q4 | $414K | Sell |
6,645
-475
| -7% | -$29.6K | 0.11% | 65 |
|
|
2024
Q3 | $444K | Hold |
7,120
| – | – | 0.12% | 65 |
|
|
2024
Q2 | $417K | Hold |
7,120
| – | – | 0.12% | 64 |
|
|
2024
Q1 | $432K | Hold |
7,120
| – | – | 0.14% | 67 |
|
|
2023
Q4 | $395K | Hold |
7,120
| – | – | 0.14% | 57 |
|
|
2023
Q3 | $355K | Sell |
7,120
-265
| -4% | -$13.2K | 0.15% | 54 |
|
|
2023
Q2 | $386K | Buy |
7,385
+265
| +4% | +$13.9K | 0.16% | 56 |
|
|
2023
Q1 | $356K | Hold |
7,120
| – | – | 0.16% | 58 |
|
|
2022
Q4 | $344K | Hold |
7,120
| – | – | 0.17% | 53 |
|
|
2022
Q3 | $312K | Hold |
7,120
| – | – | 0.16% | 53 |
|
|
2022
Q2 | $322K | Hold |
7,120
| – | – | 0.16% | 54 |
|
|
2022
Q1 | $382K | Sell |
7,120
-1,125
| -14% | -$60.4K | 0.2% | 50 |
|
|
2021
Q4 | $467K | Hold |
8,245
| – | – | 0.4% | 35 |
|
|
2021
Q3 | $434K | Hold |
8,245
| – | – | 0.43% | 34 |
|
|
2021
Q2 | $443K | Buy |
+8,245
| New | +$443K | 0.47% | 32 |
|