Richwood Investment 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 | $8.2M | Sell |
132,228
-707
| -0.5% | -$43.8K | 6.73% | 2 |
|
|
2025
Q1 | $7.76M | Buy |
132,935
+4,592
| +4% | +$268K | 6.59% | 2 |
|
|
2024
Q4 | $8M | Buy |
128,343
+2,327
| +2% | +$145K | 6.67% | 3 |
|
|
2024
Q3 | $7.85M | Sell |
126,016
-2,882
| -2% | -$180K | 6.49% | 3 |
|
|
2024
Q2 | $7.54M | Buy |
128,898
+492
| +0.4% | +$28.8K | 6.61% | 2 |
|
|
2024
Q1 | $7.8M | Sell |
128,406
-2,299
| -2% | -$140K | 6.92% | 2 |
|
|
2023
Q4 | $7.25M | Sell |
130,705
-750
| -0.6% | -$41.6K | 6.8% | 3 |
|
|
2023
Q3 | $6.56M | Sell |
131,455
-670
| -0.5% | -$33.4K | 6.69% | 3 |
|
|
2023
Q2 | $6.91M | Sell |
132,125
-7,145
| -5% | -$374K | 6.75% | 3 |
|
|
2023
Q1 | $6.97M | Buy |
139,270
+940
| +0.7% | +$47K | 6.95% | 3 |
|
|
2022
Q4 | $6.69M | Sell |
138,330
-1,445
| -1% | -$69.9K | 6.73% | 3 |
|
|
2022
Q3 | $6.13M | Sell |
139,775
-330
| -0.2% | -$14.5K | 6.73% | 3 |
|
|
2022
Q2 | $6.34M | Buy |
140,105
+1,390
| +1% | +$62.9K | 6.39% | 3 |
|
|
2022
Q1 | $7.45M | Buy |
138,715
+7,705
| +6% | +$414K | 6.65% | 3 |
|
|
2021
Q4 | $7.42M | Buy |
+131,010
| New | +$7.42M | 6.49% | 3 |
|