Resonant Capital 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 | $43.2M | Buy |
696,158
+7,149
| +1% | +$443K | 2.76% | 8 |
|
|
2025
Q1 | $40.2M | Buy |
689,009
+23,543
| +4% | +$1.37M | 2.8% | 9 |
|
|
2024
Q4 | $41.5M | Buy |
665,466
+7,905
| +1% | +$493K | 3.03% | 9 |
|
|
2024
Q3 | $41M | Buy |
657,561
+27,318
| +4% | +$1.7M | 3.01% | 9 |
|
|
2024
Q2 | $36.9M | Buy |
630,243
+46,140
| +8% | +$2.7M | 2.99% | 8 |
|
|
2024
Q1 | $35.5M | Buy |
584,103
+23,158
| +4% | +$1.41M | 3.03% | 6 |
|
|
2023
Q4 | $31.1M | Buy |
560,945
+29,995
| +6% | +$1.66M | 3% | 8 |
|
|
2023
Q3 | $26.6M | Buy |
530,950
+11,120
| +2% | +$557K | 2.84% | 9 |
|
|
2023
Q2 | $27.2M | Sell |
519,830
-46,655
| -8% | -$2.44M | 2.95% | 7 |
|
|
2023
Q1 | $28.3M | Buy |
566,485
+22,440
| +4% | +$1.12M | 3.22% | 6 |
|
|
2022
Q4 | $26.3M | Buy |
544,045
+15,775
| +3% | +$763K | 3.28% | 6 |
|
|
2022
Q3 | $23.2M | Buy |
528,270
+19,280
| +4% | +$845K | 3.52% | 5 |
|
|
2022
Q2 | $23M | Sell |
508,990
-43,915
| -8% | -$1.99M | 3.6% | 4 |
|
|
2022
Q1 | $29.9M | Sell |
552,905
-25,285
| -4% | -$1.37M | 4.43% | 4 |
|
|
2021
Q4 | $32.7M | Buy |
578,190
+24,090
| +4% | +$1.36M | 4.92% | 3 |
|
|
2021
Q3 | $29.2M | Buy |
554,100
+16,590
| +3% | +$873K | 5.07% | 3 |
|
|
2021
Q2 | $28.9M | Buy |
537,510
+29,825
| +6% | +$1.6M | 5.59% | 4 |
|
|
2021
Q1 | $26.4M | Buy |
507,685
+21,945
| +5% | +$1.14M | 5.44% | 3 |
|
|
2020
Q4 | $22.3M | Buy |
485,740
+30,515
| +7% | +$1.4M | 5.29% | 5 |
|
|
2020
Q3 | $16.9M | Buy |
455,225
+32,640
| +8% | +$1.21M | 4.81% | 5 |
|
|
2020
Q2 | $15M | Buy |
422,585
+183,045
| +76% | +$6.51M | 4.36% | 5 |
|
|
2020
Q1 | $6.89M | Buy |
239,540
+42,065
| +21% | +$1.21M | 2.51% | 7 |
|
|
2019
Q4 | $8.13M | Buy |
+197,475
| New | +$8.13M | 2.56% | 6 |
|