Roble Belko & Company’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 | $144K | Buy |
2,324
+399
| +21% | +$24.7K | 0.02% | 124 |
|
|
2025
Q1 | $112K | Buy |
1,925
+954
| +98% | +$55.5K | 0.02% | 129 |
|
|
2024
Q4 | $60K | Buy |
971
+4
| +0.4% | +$247 | 0.01% | 161 |
|
|
2024
Q3 | $60K | Buy |
967
+4
| +0.4% | +$248 | 0.01% | 158 |
|
|
2024
Q2 | $56K | Buy |
963
+3
| +0.3% | +$174 | 0.01% | 166 |
|
|
2024
Q1 | $58K | Hold |
960
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $53K | Buy |
960
+10
| +1% | +$552 | 0.01% | 155 |
|
|
2023
Q3 | $47K | Sell |
950
-340
| -26% | -$16.8K | 0.01% | 146 |
|
|
2023
Q2 | $67K | Buy |
1,290
+5
| +0.4% | +$260 | 0.01% | 132 |
|
|
2023
Q1 | $64K | Sell |
1,285
-900
| -41% | -$44.8K | 0.01% | 144 |
|
|
2022
Q4 | $106K | Buy |
2,185
+10
| +0.5% | +$485 | 0.02% | 124 |
|
|
2022
Q3 | $95K | Hold |
2,175
| – | – | 0.02% | 126 |
|
|
2022
Q2 | $98K | Buy |
2,175
+595
| +38% | +$26.8K | 0.02% | 125 |
|
|
2022
Q1 | $85K | Buy |
1,580
+255
| +19% | +$13.7K | 0.02% | 141 |
|
|
2021
Q4 | $75K | Sell |
1,325
-140
| -10% | -$7.93K | 0.01% | 137 |
|
|
2021
Q3 | $77K | Buy |
1,465
+140
| +11% | +$7.36K | 0.02% | 130 |
|
|
2021
Q2 | $71K | Hold |
1,325
| – | – | 0.02% | 140 |
|
|
2021
Q1 | $69K | Hold |
1,325
| – | – | 0.02% | 132 |
|
|
2020
Q4 | $61K | Sell |
1,325
-100
| -7% | -$4.6K | 0.02% | 126 |
|
|
2020
Q3 | $53K | Sell |
1,425
-760
| -35% | -$28.3K | 0.02% | 131 |
|
|
2020
Q2 | $78K | Buy |
2,185
+85
| +4% | +$3.03K | 0.02% | 125 |
|
|
2020
Q1 | $60K | Hold |
2,100
| – | – | 0.02% | 137 |
|
|
2019
Q4 | $86K | Buy |
2,100
+5
| +0.2% | +$205 | 0.02% | 133 |
|
|
2019
Q3 | $81K | Hold |
2,095
| – | – | 0.02% | 128 |
|
|
2019
Q2 | $81K | Buy |
2,095
+1,240
| +145% | +$47.9K | 0.03% | 125 |
|
|
2019
Q1 | $32K | Hold |
855
| – | – | 0.01% | 140 |
|
|
2018
Q4 | $28K | Sell |
855
-185
| -18% | -$6.06K | 0.01% | 137 |
|
|
2018
Q3 | $27K | Hold |
1,040
| – | – | 0.01% | 139 |
|
|
2018
Q2 | $41K | Hold |
1,040
| – | – | 0.02% | 120 |
|
|
2018
Q1 | $39K | Hold |
1,040
| – | – | 0.02% | 136 |
|
|
2017
Q4 | $39K | Hold |
1,040
| – | – | 0.02% | 127 |
|
|
2017
Q3 | $37K | Hold |
1,040
| – | – | 0.02% | 103 |
|
|
2017
Q2 | $36K | Sell |
1,040
-350
| -25% | -$12.1K | 0.02% | 100 |
|
|
2017
Q1 | $48K | Hold |
1,390
| – | – | 0.02% | 93 |
|
|
2016
Q4 | $46K | Hold |
1,390
| – | – | 0.02% | 102 |
|
|
2016
Q3 | $43K | Sell |
1,390
-1,055
| -43% | -$32.6K | 0.02% | 114 |
|
|
2016
Q2 | $73K | Hold |
2,445
| – | – | 0.04% | 91 |
|
|
2016
Q1 | $70K | Hold |
2,445
| – | – | 0.04% | 83 |
|
|
2015
Q4 | $68K | Hold |
2,445
| – | – | 0.04% | 79 |
|
|
2015
Q3 | $67K | Hold |
2,445
| – | – | 0.04% | 77 |
|
|
2015
Q2 | $73K | Hold |
2,445
| – | – | 0.04% | 80 |
|
|
2015
Q1 | $74K | Buy |
+2,445
| New | +$74K | 0.04% | 77 |
|