RMR Wealth Builders’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.9M | Sell |
1,109,425
-25,087
| -2% | -$1.74M | 5.9% | 4 |
|
|
2025
Q4 | $74.9M | Sell |
1,134,512
-316,398
| -22% | -$20.7M | 5.99% | 4 |
|
|
2025
Q3 | $94.7M | Buy |
1,450,910
+69,741
| +5% | +$4.48M | 7.92% | 4 |
|
|
2025
Q2 | $85.7M | Buy |
1,381,169
+66,072
| +5% | +$3.88M | 7.79% | 4 |
|
|
2025
Q1 | $76.7M | Buy |
1,315,097
+99,738
| +8% | +$6.19M | 8.08% | 4 |
|
|
2024
Q4 | $75.7M | Buy |
1,215,359
+70,632
| +6% | +$4.53M | 7.83% | 4 |
|
|
2024
Q3 | $71.3M | Buy |
1,144,727
+34,155
| +3% | +$2.06M | 7.56% | 4 |
|
|
2024
Q2 | $65M | Buy |
1,110,572
+51,131
| +5% | +$3M | 7.46% | 4 |
|
|
2024
Q1 | $64.4M | Buy |
1,059,441
+52,471
| +5% | +$2.97M | 7.78% | 4 |
|
|
2023
Q4 | $55.8M | Buy |
1,006,970
+98,545
| +11% | +$5M | 7.84% | 4 |
|
|
2023
Q3 | $45.3M | Buy |
908,425
+97,275
| +12% | +$5.1M | 7.24% | 4 |
|
|
2023
Q2 | $42.4M | Buy |
811,150
+41,175
| +5% | +$2.05M | 7.22% | 4 |
|
|
2023
Q1 | $38.5M | Buy |
769,975
+53,100
| +7% | +$2.71M | 7.33% | 4 |
|
|
2022
Q4 | $34.7M | Buy |
716,875
+27,065
| +4% | +$1.31M | 7.86% | 3 |
|
|
2022
Q3 | $30.3M | Buy |
689,810
+52,735
| +8% | +$2.55M | 7.4% | 4 |
|
|
2022
Q2 | $28.8M | Buy |
637,075
+40,365
| +7% | +$1.99M | 7.18% | 4 |
|
|
2022
Q1 | $32M | Buy |
596,710
+57,370
| +11% | +$3.05M | 6.87% | 4 |
|
|
2021
Q4 | $30.5M | Buy |
539,340
+89,695
| +20% | +$4.99M | 8.77% | 4 |
|
|
2021
Q3 | $23.7M | Buy |
449,645
+64,500
| +17% | +$3.47M | 6.95% | 4 |
|
|
2021
Q2 | $20.7M | Sell |
385,145
-110,320
| -22% | -$5.96M | 6.79% | 4 |
|
|
2021
Q1 | $25.8M | Buy |
495,465
+293,200
| +145% | +$14.6M | 6.7% | 4 |
|
|
2020
Q4 | $9.3M | Sell |
202,265
-322,090
| -61% | -$13.6M | 4.57% | 4 |
|
|
2020
Q3 | $19.4M | Buy |
524,355
+458,200
| +693% | +$17.1M | 5.05% | 4 |
|
|
2020
Q2 | $2.35M | Buy |
+66,155
| New | +$2.2M | 2.1% | 6 |
|
|
2019
Q4 | $2.18M | Buy |
+52,885
| New | +$2.1M | 2.1% | 8 |
|
Other funds holding IJH
