Retirement Planning Group (Kansas)’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 | $939K | Sell |
15,134
-242
| -2% | -$15K | 0.04% | 151 |
|
|
2025
Q1 | $897K | Sell |
15,376
-114
| -0.7% | -$6.65K | 0.04% | 144 |
|
|
2024
Q4 | $965K | Buy |
15,490
+399
| +3% | +$24.9K | 0.05% | 128 |
|
|
2024
Q3 | $940K | Sell |
15,091
-2,014
| -12% | -$126K | 0.05% | 127 |
|
|
2024
Q2 | $1M | Sell |
17,105
-1,240
| -7% | -$72.6K | 0.06% | 102 |
|
|
2024
Q1 | $1.11M | Hold |
18,345
| – | – | 0.09% | 91 |
|
|
2023
Q4 | $1.02M | Buy |
18,345
+2,605
| +17% | +$144K | 0.09% | 76 |
|
|
2023
Q3 | $785K | Buy |
15,740
+200
| +1% | +$9.97K | 0.08% | 70 |
|
|
2023
Q2 | $813K | Hold |
15,540
| – | – | 0.08% | 71 |
|
|
2023
Q1 | $777K | Hold |
15,540
| – | – | 0.08% | 65 |
|
|
2022
Q4 | $752K | Sell |
15,540
-2,040
| -12% | -$98.7K | 0.09% | 69 |
|
|
2022
Q3 | $771K | Hold |
17,580
| – | – | 0.1% | 64 |
|
|
2022
Q2 | $795K | Sell |
17,580
-245
| -1% | -$11.1K | 0.1% | 58 |
|
|
2022
Q1 | $957K | Sell |
17,825
-1,020
| -5% | -$54.8K | 0.1% | 48 |
|
|
2021
Q4 | $1.07M | Sell |
18,845
-725
| -4% | -$41K | 0.1% | 40 |
|
|
2021
Q3 | $1.03M | Sell |
19,570
-30
| -0.2% | -$1.58K | 0.12% | 34 |
|
|
2021
Q2 | $1.05M | Sell |
19,600
-180
| -0.9% | -$9.67K | 0.12% | 40 |
|
|
2021
Q1 | $1.03M | Sell |
19,780
-8,975
| -31% | -$467K | 0.14% | 30 |
|
|
2020
Q4 | $1.32M | Sell |
28,755
-220
| -0.8% | -$10.1K | 0.19% | 28 |
|
|
2020
Q3 | $1.07M | Sell |
28,975
-375
| -1% | -$13.9K | 0.18% | 29 |
|
|
2020
Q2 | $1.04M | Sell |
29,350
-435
| -1% | -$15.5K | 0.19% | 29 |
|
|
2020
Q1 | $857K | Sell |
29,785
-2,470
| -8% | -$71.1K | 0.2% | 27 |
|
|
2019
Q4 | $1.33M | Sell |
32,255
-395
| -1% | -$16.3K | 0.26% | 29 |
|
|
2019
Q3 | $1.26M | Sell |
32,650
-3,160
| -9% | -$122K | 0.27% | 28 |
|
|
2019
Q2 | $1.39M | Sell |
35,810
-115
| -0.3% | -$4.47K | 0.32% | 25 |
|
|
2019
Q1 | $1.36M | Sell |
35,925
-2,030
| -5% | -$76.9K | 0.33% | 25 |
|
|
2018
Q4 | $1.26M | Sell |
37,955
-855
| -2% | -$28.4K | 0.34% | 28 |
|
|
2018
Q3 | $1.56M | Sell |
38,810
-2,315
| -6% | -$93.2K | 0.4% | 21 |
|
|
2018
Q2 | $1.6M | Sell |
41,125
-3,620
| -8% | -$141K | 0.43% | 21 |
|
|
2018
Q1 | $1.68M | Sell |
44,745
-1,490
| -3% | -$55.9K | 0.46% | 18 |
|
|
2017
Q4 | $1.76M | Sell |
46,235
-3,085
| -6% | -$117K | 0.48% | 17 |
|
|
2017
Q3 | $1.77M | Sell |
49,320
-1,645
| -3% | -$58.9K | 0.5% | 17 |
|
|
2017
Q2 | $1.77M | Sell |
50,965
-2,445
| -5% | -$85.1K | 0.53% | 16 |
|
|
2017
Q1 | $1.83M | Sell |
53,410
-1,070
| -2% | -$36.6K | 0.56% | 19 |
|
|
2016
Q4 | $1.8M | Buy |
54,480
+420
| +0.8% | +$13.9K | 0.58% | 19 |
|
|
2016
Q3 | $1.67M | Buy |
54,060
+1,065
| +2% | +$33K | 0.54% | 20 |
|
|
2016
Q2 | $1.58M | Buy |
52,995
+365
| +0.7% | +$10.9K | 0.54% | 22 |
|
|
2016
Q1 | $1.52M | Buy |
52,630
+130
| +0.2% | +$3.75K | 0.54% | 22 |
|
|
2015
Q4 | $1.46M | Buy |
52,500
+985
| +2% | +$27.4K | 0.54% | 22 |
|
|
2015
Q3 | $1.41M | Sell |
51,515
-1,780
| -3% | -$48.6K | 0.62% | 24 |
|
|
2015
Q2 | $1.6M | Sell |
53,295
-80
| -0.1% | -$2.4K | 0.65% | 25 |
|
|
2015
Q1 | $1.62M | Sell |
53,375
-7,045
| -12% | -$214K | 0.65% | 29 |
|
|
2014
Q4 | $1.75M | Sell |
60,420
-6,505
| -10% | -$188K | 0.54% | 32 |
|
|
2014
Q3 | $1.83M | Sell |
66,925
-30,915
| -32% | -$845K | 0.57% | 28 |
|
|
2014
Q2 | $2.8M | Sell |
97,840
-3,720
| -4% | -$106K | 0.85% | 23 |
|
|
2014
Q1 | $2.79M | Sell |
101,560
-4,255
| -4% | -$117K | 0.9% | 23 |
|
|
2013
Q4 | $2.83M | Sell |
105,815
-74,475
| -41% | -$1.99M | 1.01% | 21 |
|
|
2013
Q3 | $4.48M | Buy |
180,290
+2,815
| +2% | +$69.9K | 1.62% | 17 |
|
|
2013
Q2 | $4.1M | Buy |
+177,475
| New | +$4.1M | 1.69% | 16 |
|