Riverpoint Wealth Management Holdings’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 | $12.4M | Buy |
199,542
+980
| +0.5% | +$60.8K | 2.91% | 11 |
|
|
2025
Q1 | $11.6M | Buy |
198,562
+4,269
| +2% | +$249K | 2.99% | 11 |
|
|
2024
Q4 | $12.1M | Buy |
194,293
+275
| +0.1% | +$17.1K | 3.16% | 10 |
|
|
2024
Q3 | $12.1M | Buy |
194,018
+3,489
| +2% | +$217K | 3.1% | 11 |
|
|
2024
Q2 | $11.1M | Sell |
190,529
-2,840
| -1% | -$166K | 3.1% | 10 |
|
|
2024
Q1 | $11.7M | Buy |
193,369
+1,489
| +0.8% | +$90.4K | 3.27% | 9 |
|
|
2023
Q4 | $10.6M | Buy |
191,880
+5,300
| +3% | +$294K | 3.13% | 9 |
|
|
2023
Q3 | $9.3M | Sell |
186,580
-350
| -0.2% | -$17.5K | 3.07% | 10 |
|
|
2023
Q2 | $9.78M | Buy |
186,930
+1,000
| +0.5% | +$52.3K | 3.1% | 10 |
|
|
2023
Q1 | $9.3M | Buy |
185,930
+1,530
| +0.8% | +$76.6K | 3.21% | 9 |
|
|
2022
Q4 | $8.92M | Sell |
184,400
-3,070
| -2% | -$149K | 3.3% | 9 |
|
|
2022
Q3 | $8.22M | Buy |
187,470
+3,520
| +2% | +$154K | 3.5% | 9 |
|
|
2022
Q2 | $8.32M | Buy |
183,950
+8,910
| +5% | +$403K | 3.35% | 9 |
|
|
2022
Q1 | $9.39M | Buy |
175,040
+5,455
| +3% | +$293K | 3.25% | 9 |
|
|
2021
Q4 | $9.6M | Sell |
169,585
-2,775
| -2% | -$157K | 3.26% | 9 |
|
|
2021
Q3 | $9.07M | Sell |
172,360
-460
| -0.3% | -$24.2K | 3.18% | 9 |
|
|
2021
Q2 | $9.29M | Sell |
172,820
-3,175
| -2% | -$171K | 2.57% | 9 |
|
|
2021
Q1 | $9.16M | Sell |
175,995
-3,935
| -2% | -$205K | 2.77% | 9 |
|
|
2020
Q4 | $8.27M | Sell |
179,930
-1,925
| -1% | -$88.5K | 2.61% | 8 |
|
|
2020
Q3 | $6.74M | Buy |
181,855
+1,020
| +0.6% | +$37.8K | 2.45% | 9 |
|
|
2020
Q2 | $6.43M | Sell |
180,835
-20,480
| -10% | -$728K | 2.51% | 10 |
|
|
2020
Q1 | $5.79M | Buy |
201,315
+170,770
| +559% | +$4.91M | 2.83% | 9 |
|
|
2019
Q4 | $1.26M | Sell |
30,545
-460
| -1% | -$18.9K | 0.5% | 29 |
|
|
2019
Q3 | $1.2M | Sell |
31,005
-65
| -0.2% | -$2.51K | 0.53% | 26 |
|
|
2019
Q2 | $1.21M | Sell |
31,070
-2,380
| -7% | -$92.5K | 0.55% | 26 |
|
|
2019
Q1 | $1.27M | Sell |
33,450
-38,090
| -53% | -$1.44M | 0.61% | 24 |
|
|
2018
Q4 | $2.38M | Buy |
71,540
+38,190
| +115% | +$1.27M | 1.32% | 16 |
|
|
2018
Q3 | $1.34M | Buy |
33,350
+445
| +1% | +$17.9K | 0.68% | 21 |
|
|
2018
Q2 | $1.28M | Buy |
32,905
+630
| +2% | +$24.5K | 0.71% | 21 |
|
|
2018
Q1 | $1.21M | Buy |
32,275
+1,295
| +4% | +$48.6K | 0.73% | 17 |
|
|
2017
Q4 | $1.18M | Sell |
30,980
-250
| -0.8% | -$9.48K | 0.73% | 18 |
|
|
2017
Q3 | $1.13M | Buy |
31,230
+35
| +0.1% | +$1.27K | 0.74% | 18 |
|
|
2017
Q2 | $1.08M | Buy |
31,195
+30
| +0.1% | +$1.04K | 0.76% | 17 |
|
|
2017
Q1 | $1.05M | Buy |
31,165
+35
| +0.1% | +$1.18K | 0.8% | 16 |
|
|
2016
Q4 | $1.04M | Buy |
+31,130
| New | +$1.04M | 0.84% | 16 |
|