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 |
|