Richard W. Paul & Associates’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 | $2.92M | Buy |
47,158
+1,760
| +4% | +$109K | 1.06% | 22 |
|
|
2025
Q1 | $2.65M | Buy |
45,398
+44,468
| +4,782% | +$2.59M | 1.04% | 20 |
|
|
2024
Q4 | $57.9K | Sell |
930
-3
| -0.3% | -$187 | 0.02% | 207 |
|
|
2024
Q3 | $58.1K | Buy |
933
+3
| +0.3% | +$187 | 0.02% | 208 |
|
|
2024
Q2 | $54.4K | Sell |
930
-6
| -0.6% | -$351 | 0.02% | 208 |
|
|
2024
Q1 | $56.9K | Sell |
936
-14
| -1% | -$850 | 0.02% | 211 |
|
|
2023
Q4 | $52.7K | Sell |
950
-30
| -3% | -$1.66K | 0.02% | 214 |
|
|
2023
Q3 | $48.9K | Sell |
980
-25
| -2% | -$1.25K | 0.02% | 203 |
|
|
2023
Q2 | $52.6K | Sell |
1,005
-65
| -6% | -$3.4K | 0.02% | 215 |
|
|
2023
Q1 | $53.5K | Buy |
1,070
+50
| +5% | +$2.5K | 0.02% | 215 |
|
|
2022
Q4 | $49.3K | Buy |
+1,020
| New | +$49.3K | 0.02% | 218 |
|