Salomon & Ludwin’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
$23.6M Sell
371,554
-14,253
-4% -$904K 2.33% 13
2025
Q1
$22.5M Sell
385,807
-7,317
-2% -$427K 2.4% 13
2024
Q4
$24.5M Sell
393,124
-25,849
-6% -$1.61M 2.6% 10
2024
Q3
$26.1M Sell
418,973
-25,048
-6% -$1.56M 2.66% 10
2024
Q2
$26M Sell
444,021
-111,368
-20% -$6.52M 2.9% 9
2024
Q1
$33.7M Sell
555,389
-10,716
-2% -$651K 2.9% 7
2023
Q4
$28.2M Hold
566,105
2.95% 7
2023
Q3
$28.2M Sell
566,105
-4,080
-0.7% -$204K 2.95% 7
2023
Q2
$29.8M Sell
570,185
-3,830
-0.7% -$200K 3.17% 7
2023
Q1
$28.7M Buy
574,015
+1,490
+0.3% +$74.5K 3.42% 6
2022
Q4
$27.7M Sell
572,525
-47,055
-8% -$2.28M 3.51% 6
2022
Q3
$27.2M Sell
619,580
-7,475
-1% -$328K 4.07% 6
2022
Q2
$28.4M Buy
627,055
+95,115
+18% +$4.3M 4.39% 6
2022
Q1
$28.5M Buy
531,940
+37,945
+8% +$2.04M 4.14% 6
2021
Q4
$28M Sell
493,995
-6,720
-1% -$380K 3.96% 7
2021
Q3
$26.3M Buy
500,715
+13,400
+3% +$705K 4.1% 8
2021
Q2
$26.2M Buy
487,315
+5,400
+1% +$290K 4.11% 7
2021
Q1
$25.1M Buy
481,915
+37,800
+9% +$1.97M 4.26% 7
2020
Q4
$20.4M Buy
444,115
+13,065
+3% +$601K 3.78% 7
2020
Q3
$16M Buy
431,050
+1,275
+0.3% +$47.3K 3.33% 7
2020
Q2
$15.3M Buy
429,775
+429,175
+71,529% +$15.3M 3.29% 7
2020
Q1
$17K Sell
600
-6,310
-91% -$179K ﹤0.01% 146
2019
Q4
$284K Buy
6,910
+600
+10% +$24.7K 0.06% 40
2019
Q3
$244K Hold
6,310
0.05% 38
2019
Q2
$245K Hold
6,310
0.05% 38
2019
Q1
$239K Hold
6,310
0.05% 36
2018
Q4
$210K Buy
+6,310
New +$210K 0.05% 37