Regatta Capital Group’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 | $1.8M | Sell |
28,990
-478
| -2% | -$29.6K | 0.31% | 60 |
|
|
2025
Q1 | $1.72M | Sell |
29,468
-2,708
| -8% | -$158K | 0.33% | 57 |
|
|
2024
Q4 | $2M | Sell |
32,176
-284
| -0.9% | -$17.7K | 0.39% | 44 |
|
|
2024
Q3 | $2.02M | Sell |
32,460
-500
| -2% | -$31.2K | 0.39% | 44 |
|
|
2024
Q2 | $1.93M | Buy |
32,960
+184
| +0.6% | +$10.8K | 0.42% | 47 |
|
|
2024
Q1 | $1.99M | Sell |
32,776
-2,199
| -6% | -$134K | 0.45% | 45 |
|
|
2023
Q4 | $1.94M | Buy |
34,975
+1,000
| +3% | +$55.4K | 0.51% | 44 |
|
|
2023
Q3 | $1.69M | Sell |
33,975
-570
| -2% | -$28.4K | 0.54% | 40 |
|
|
2023
Q2 | $1.81M | Sell |
34,545
-5,065
| -13% | -$265K | 0.57% | 36 |
|
|
2023
Q1 | $1.92M | Hold |
39,610
| – | – | 0.68% | 33 |
|
|
2022
Q4 | $1.92M | Sell |
39,610
-6,375
| -14% | -$308K | 0.68% | 33 |
|
|
2022
Q3 | $2.08M | Buy |
45,985
+2,525
| +6% | +$114K | 0.85% | 25 |
|
|
2022
Q2 | $1.97M | Sell |
43,460
-2,140
| -5% | -$96.8K | 0.94% | 18 |
|
|
2022
Q1 | $2.45M | Sell |
45,600
-3,835
| -8% | -$206K | 0.84% | 25 |
|
|
2021
Q4 | $2.8M | Buy |
+49,435
| New | +$2.8M | 0.98% | 24 |
|