RSS
Rosenblum Silverman Sutton’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Sell |
12,965
-400
| -3% | -$24.8K | 0.19% | 52 |
|
|
2025
Q1 | $780K | Buy |
13,365
+10
| +0.1% | +$584 | 0.21% | 48 |
|
|
2024
Q4 | $832K | Hold |
13,355
| – | – | 0.21% | 51 |
|
|
2024
Q3 | $832K | Buy |
13,355
+120
| +0.9% | +$7.48K | 0.21% | 51 |
|
|
2024
Q2 | $775K | Hold |
13,235
| – | – | 0.21% | 51 |
|
|
2024
Q1 | $804K | Buy |
13,235
+10,588
| +400% | +$643K | 0.23% | 52 |
|
|
2023
Q4 | $734K | Sell |
2,647
-30
| -1% | -$8.31K | 0.23% | 52 |
|
|
2023
Q3 | $668K | Buy |
2,677
+55
| +2% | +$13.7K | 0.23% | 54 |
|
|
2023
Q2 | $686K | Sell |
2,622
-26
| -1% | -$6.8K | 0.23% | 53 |
|
|
2023
Q1 | $662K | Sell |
2,648
-56
| -2% | -$14K | 0.24% | 48 |
|
|
2022
Q4 | $654K | Buy |
2,704
+40
| +2% | +$9.68K | 0.24% | 49 |
|
|
2022
Q3 | $584K | Sell |
2,664
-169
| -6% | -$37K | 0.21% | 56 |
|
|
2022
Q2 | $641K | Buy |
2,833
+9
| +0.3% | +$2.04K | 0.21% | 54 |
|
|
2022
Q1 | $758K | Hold |
2,824
| – | – | 0.19% | 50 |
|
|
2021
Q4 | $799K | Buy |
2,824
+687
| +32% | +$194K | 0.18% | 51 |
|
|
2021
Q3 | $562K | Hold |
2,137
| – | – | 0.13% | 53 |
|
|
2021
Q2 | $574K | Sell |
2,137
-98
| -4% | -$26.3K | 0.13% | 52 |
|
|
2021
Q1 | $582K | Buy |
2,235
+397
| +22% | +$103K | 0.15% | 52 |
|
|
2020
Q4 | $422K | Sell |
1,838
-182
| -9% | -$41.8K | 0.11% | 53 |
|
|
2020
Q3 | $374K | Sell |
2,020
-752
| -27% | -$139K | 0.11% | 55 |
|
|
2020
Q2 | $493K | Buy |
2,772
+24
| +0.9% | +$4.27K | 0.16% | 50 |
|
|
2020
Q1 | $395K | Buy |
+2,748
| New | +$395K | 0.16% | 58 |
|