Rice Partnership’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 | $9.32M | Buy |
150,229
+11,588
| +8% | +$719K | 1.62% | 19 |
|
|
2025
Q1 | $8.09M | Buy |
138,641
+37,067
| +36% | +$2.16M | 1.66% | 20 |
|
|
2024
Q4 | $6.33M | Buy |
+101,574
| New | +$6.33M | 1.21% | 27 |
|
|
2020
Q2 | – | Sell |
-1,645
| Closed | -$47K | – | 95 |
|
|
2020
Q1 | $47K | Sell |
1,645
-755
| -31% | -$21.6K | 0.03% | 76 |
|
|
2019
Q4 | $99K | Hold |
2,400
| – | – | 0.05% | 79 |
|
|
2019
Q3 | $93K | Hold |
2,400
| – | – | 0.06% | 81 |
|
|
2019
Q2 | $93K | Buy |
+2,400
| New | +$93K | 0.06% | 84 |
|