Regal Investment Advisors’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 | $6.73M | Buy |
108,523
+7,508
| +7% | +$466K | 0.5% | 53 |
|
|
2025
Q1 | $5.89M | Buy |
101,015
+487
| +0.5% | +$28.4K | 0.48% | 55 |
|
|
2024
Q4 | $6.26M | Sell |
100,528
-5,676
| -5% | -$354K | 0.47% | 56 |
|
|
2024
Q3 | $6.62M | Sell |
106,204
-6,501
| -6% | -$405K | 0.46% | 54 |
|
|
2024
Q2 | $6.6M | Buy |
112,705
+1,836
| +2% | +$107K | 0.43% | 62 |
|
|
2024
Q1 | $6.73M | Buy |
110,869
+1,189
| +1% | +$72.2K | 0.46% | 57 |
|
|
2023
Q4 | $6.08M | Sell |
109,680
-13,780
| -11% | -$764K | 0.46% | 61 |
|
|
2023
Q3 | $6.16M | Buy |
123,460
+22,950
| +23% | +$1.14M | 0.52% | 51 |
|
|
2023
Q2 | $5.26M | Buy |
100,510
+3,500
| +4% | +$183K | 0.44% | 65 |
|
|
2023
Q1 | $4.85M | Buy |
97,010
+3,170
| +3% | +$159K | 0.43% | 68 |
|
|
2022
Q4 | $4.54M | Buy |
93,840
+10,280
| +12% | +$497K | 0.44% | 63 |
|
|
2022
Q3 | $3.66M | Buy |
83,560
+940
| +1% | +$41.2K | 0.39% | 70 |
|
|
2022
Q2 | $3.74M | Buy |
82,620
+95
| +0.1% | +$4.3K | 0.39% | 73 |
|
|
2022
Q1 | $4.43M | Sell |
82,525
-4,475
| -5% | -$240K | 0.41% | 65 |
|
|
2021
Q4 | $4.93M | Buy |
87,000
+3,400
| +4% | +$193K | 0.44% | 59 |
|
|
2021
Q3 | $4.4M | Sell |
83,600
-4,725
| -5% | -$249K | 0.43% | 60 |
|
|
2021
Q2 | $4.75M | Buy |
88,325
+27,035
| +44% | +$1.45M | 0.48% | 53 |
|
|
2021
Q1 | $3.19M | Sell |
61,290
-21,515
| -26% | -$1.12M | 3.23% | 10 |
|
|
2020
Q4 | $3.81M | Buy |
82,805
+14,900
| +22% | +$685K | 0.43% | 60 |
|
|
2020
Q3 | $2.52M | Sell |
67,905
-16,710
| -20% | -$619K | 2.97% | 11 |
|
|
2020
Q2 | $3.01M | Buy |
84,615
+16,375
| +24% | +$582K | 0.55% | 52 |
|
|
2020
Q1 | $1.96M | Sell |
68,240
-13,340
| -16% | -$384K | 2.88% | 11 |
|
|
2019
Q4 | $3.36M | Buy |
81,580
+1,705
| +2% | +$70.2K | 0.6% | 42 |
|
|
2019
Q3 | $3.09M | Sell |
79,875
-3,290
| -4% | -$127K | 0.6% | 40 |
|
|
2019
Q2 | $3.23M | Sell |
83,165
-7,110
| -8% | -$276K | 0.63% | 41 |
|
|
2019
Q1 | $3.42M | Buy |
90,275
+165
| +0.2% | +$6.25K | 0.7% | 40 |
|
|
2018
Q4 | $2.99M | Buy |
90,110
+1,310
| +1% | +$43.5K | 0.66% | 41 |
|
|
2018
Q3 | $3.58M | Buy |
88,800
+36,220
| +69% | +$1.46M | 0.75% | 33 |
|
|
2018
Q2 | $2.05M | Sell |
52,580
-101,640
| -66% | -$3.96M | 0.62% | 42 |
|
|
2018
Q1 | $5.79M | Buy |
154,220
+4,560
| +3% | +$171K | 1.28% | 14 |
|
|
2017
Q4 | $5.68M | Buy |
149,660
+2,270
| +2% | +$86.2K | 1.27% | 16 |
|
|
2017
Q3 | $5.27M | Buy |
147,390
+4,620
| +3% | +$165K | 1.23% | 15 |
|
|
2017
Q2 | $4.97M | Buy |
142,770
+33,050
| +30% | +$1.15M | 1.23% | 14 |
|
|
2017
Q1 | $3.76M | Sell |
109,720
-1,460
| -1% | -$50K | 0.98% | 25 |
|
|
2016
Q4 | $3.68M | Buy |
111,180
+66,550
| +149% | +$2.2M | 1.02% | 23 |
|
|
2016
Q3 | $1.38M | Buy |
44,630
+4,830
| +12% | +$149K | 0.39% | 82 |
|
|
2016
Q2 | $1.19M | Buy |
39,800
+3,940
| +11% | +$118K | 0.33% | 95 |
|
|
2016
Q1 | $1.03M | Sell |
35,860
-485
| -1% | -$14K | 0.28% | 102 |
|
|
2015
Q4 | $1.01M | Buy |
36,345
+6,200
| +21% | +$173K | 0.26% | 108 |
|
|
2015
Q3 | $823K | Sell |
30,145
-72,925
| -71% | -$1.99M | 0.21% | 118 |
|
|
2015
Q2 | $3.09M | Sell |
103,070
-74,290
| -42% | -$2.23M | 0.84% | 33 |
|
|
2015
Q1 | $5.39M | Buy |
177,360
+141,225
| +391% | +$4.29M | 1.33% | 11 |
|
|
2014
Q4 | $1.05M | Buy |
36,135
+4,295
| +13% | +$124K | 0.28% | 100 |
|
|
2014
Q3 | $871K | Buy |
31,840
+11,360
| +55% | +$311K | 0.26% | 100 |
|
|
2014
Q2 | $586K | Sell |
20,480
-965
| -4% | -$27.6K | 0.21% | 119 |
|
|
2014
Q1 | $590K | Buy |
21,445
+4,865
| +29% | +$134K | 0.25% | 107 |
|
|
2013
Q4 | $444K | Buy |
16,580
+5,115
| +45% | +$137K | 0.25% | 109 |
|
|
2013
Q3 | $285K | Sell |
11,465
-22,515
| -66% | -$560K | 0.17% | 139 |
|
|
2013
Q2 | $787K | Buy |
+33,980
| New | +$787K | 0.43% | 77 |
|