Retirement Income Solutions’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.8M | Buy |
234,434
+1,055
| +0.5% | +$73.2K | 2.71% | 8 |
|
|
2025
Q4 | $15.4M | Sell |
233,379
-19,908
| -8% | -$1.3M | 2.61% | 8 |
|
|
2025
Q3 | $16.5M | Sell |
253,287
-4,939
| -2% | -$317K | 2.83% | 8 |
|
|
2025
Q2 | $16M | Sell |
258,226
-496,118
| -66% | -$29.1M | 2.94% | 8 |
|
|
2025
Q1 | $44M | Sell |
754,344
-120,498
| -14% | -$7.48M | 9.21% | 3 |
|
|
2024
Q4 | $54.5M | Buy |
874,842
+187,417
| +27% | +$12M | 11% | 2 |
|
|
2024
Q3 | $42.8M | Buy |
687,425
+14,028
| +2% | +$846K | 9.79% | 3 |
|
|
2024
Q2 | $39.4M | Sell |
673,397
-28,272
| -4% | -$1.66M | 9.52% | 3 |
|
|
2024
Q1 | $42.6M | Buy |
701,669
+17,724
| +3% | +$1M | 9.66% | 3 |
|
|
2023
Q4 | $37.9M | Buy |
683,945
+29,475
| +5% | +$1.49M | 9.42% | 3 |
|
|
2023
Q3 | $32.6M | Buy |
654,470
+23,810
| +4% | +$1.25M | 9.13% | 3 |
|
|
2023
Q2 | $33M | Buy |
630,660
+14,685
| +2% | +$730K | 8.83% | 3 |
|
|
2023
Q1 | $30.8M | Buy |
615,975
+19,690
| +3% | +$1M | 8.99% | 3 |
|
|
2022
Q4 | $28.8M | Buy |
596,285
+16,630
| +3% | +$803K | 9.16% | 3 |
|
|
2022
Q3 | $25.6M | Buy |
579,655
+17,285
| +3% | +$836K | 9.19% | 3 |
|
|
2022
Q2 | $25.4M | Sell |
562,370
-144,205
| -20% | -$7.12M | 9.07% | 3 |
|
|
2022
Q1 | $37.9M | Buy |
706,575
+13,470
| +2% | +$717K | 10.48% | 3 |
|
|
2021
Q4 | $39.2M | Buy |
693,105
+286,595
| +71% | +$16M | 10.49% | 3 |
|
|
2021
Q3 | $21.4M | Buy |
406,510
+32,910
| +9% | +$1.77M | 7.16% | 4 |
|
|
2021
Q2 | $20.1M | Buy |
373,600
+94,010
| +34% | +$5.08M | 6.87% | 4 |
|
|
2021
Q1 | $14.6M | Buy |
279,590
+18,130
| +7% | +$905K | 5.01% | 4 |
|
|
2020
Q4 | $12M | Buy |
261,460
+44,510
| +21% | +$1.88M | 4.36% | 4 |
|
|
2020
Q3 | $8.04M | Buy |
216,950
+4,870
| +2% | +$182K | 3.56% | 6 |
|
|
2020
Q2 | $7.54M | Sell |
212,080
-76,755
| -27% | -$2.55M | 3.18% | 5 |
|
|
2020
Q1 | $8.31M | Sell |
288,835
-220,080
| -43% | -$8.18M | 4.66% | 4 |
|
|
2019
Q4 | $20.9M | Buy |
508,915
+192,260
| +61% | +$7.62M | 8.72% | 4 |
|
|
2019
Q3 | $12.2M | Buy |
316,655
+1,805
| +0.6% | +$69.4K | 6.53% | 5 |
|
|
2019
Q2 | $12.2M | Buy |
314,850
+68,810
| +28% | +$2.64M | 6.52% | 4 |
|
|
2019
Q1 | $9.32M | Sell |
246,040
-265
| -0.1% | -$9.79K | 5.34% | 6 |
|
|
2018
Q4 | $8.18M | Sell |
246,305
-9,830
| -4% | -$359K | 5.3% | 6 |
|
|
2018
Q3 | $10.3M | Buy |
256,135
+15,615
| +6% | +$628K | 5.78% | 4 |
|
|
2018
Q2 | $9.37M | Sell |
240,520
-16,110
| -6% | -$622K | 5.71% | 4 |
|
|
2018
Q1 | $9.63M | Buy |
256,630
+20,405
| +9% | +$781K | 5.88% | 4 |
|
|
2017
Q4 | $8.97M | Buy |
+236,225
| New | +$8.74M | 5.26% | 4 |
|
Other funds holding IJH
