Sand Hill Global Advisors’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 | $141M | Buy |
2,268,824
+15,195
| +0.7% | +$942K | 5.22% | 5 |
|
|
2025
Q1 | $131M | Buy |
2,253,629
+54,092
| +2% | +$3.16M | 5.42% | 5 |
|
|
2024
Q4 | $137M | Buy |
2,199,537
+7,688
| +0.4% | +$479K | 5.8% | 6 |
|
|
2024
Q3 | $137M | Buy |
2,191,849
+26,961
| +1% | +$1.68M | 5.76% | 6 |
|
|
2024
Q2 | $127M | Buy |
2,164,888
+15,759
| +0.7% | +$922K | 5.75% | 6 |
|
|
2024
Q1 | $131M | Sell |
2,149,129
-65,761
| -3% | -$3.99M | 6.19% | 4 |
|
|
2023
Q4 | $123M | Buy |
2,214,890
+9,375
| +0.4% | +$520K | 5.91% | 5 |
|
|
2023
Q3 | $110M | Sell |
2,205,515
-48,715
| -2% | -$2.43M | 6.06% | 6 |
|
|
2023
Q2 | $118M | Buy |
2,254,230
+50,675
| +2% | +$2.65M | 5.86% | 5 |
|
|
2023
Q1 | $110M | Sell |
2,203,555
-7,730
| -0.3% | -$387K | 5.92% | 4 |
|
|
2022
Q4 | $107M | Buy |
2,211,285
+543,650
| +33% | +$26.3M | 6.04% | 4 |
|
|
2022
Q3 | $73.1M | Sell |
1,667,635
-53,450
| -3% | -$2.34M | 4.6% | 7 |
|
|
2022
Q2 | $77.9M | Buy |
1,721,085
+4,550
| +0.3% | +$206K | 4.44% | 7 |
|
|
2022
Q1 | $92.1M | Buy |
1,716,535
+61,735
| +4% | +$3.31M | 5.1% | 7 |
|
|
2021
Q4 | $93.7M | Sell |
1,654,800
-9,335
| -0.6% | -$529K | 5.25% | 6 |
|
|
2021
Q3 | $87.6M | Buy |
1,664,135
+66,750
| +4% | +$3.51M | 5.32% | 6 |
|
|
2021
Q2 | $85.9M | Sell |
1,597,385
-5,850
| -0.4% | -$314K | 5.24% | 6 |
|
|
2021
Q1 | $83.5M | Sell |
1,603,235
-19,610
| -1% | -$1.02M | 5.43% | 6 |
|
|
2020
Q4 | $74.6M | Buy |
1,622,845
+57,125
| +4% | +$2.63M | 4.98% | 6 |
|
|
2020
Q3 | $58M | Buy |
1,565,720
+445
| +0% | +$16.5K | 4.41% | 6 |
|
|
2020
Q2 | $55.7M | Buy |
1,565,275
+1,528,245
| +4,127% | +$54.4M | 4.45% | 6 |
|
|
2020
Q1 | $1.07M | Sell |
37,030
-3,585
| -9% | -$103K | 0.1% | 74 |
|
|
2019
Q4 | $1.67M | Sell |
40,615
-1,285
| -3% | -$52.9K | 0.15% | 68 |
|
|
2019
Q3 | $1.62M | Sell |
41,900
-11,245
| -21% | -$435K | 0.15% | 63 |
|
|
2019
Q2 | $2.07M | Sell |
53,145
-764,145
| -93% | -$29.7M | 0.21% | 60 |
|
|
2019
Q1 | $31M | Buy |
817,290
+22,075
| +3% | +$836K | 3.16% | 9 |
|
|
2018
Q4 | $26.4M | Buy |
795,215
+7,580
| +1% | +$252K | 2.84% | 12 |
|
|
2018
Q3 | $31.7M | Sell |
787,635
-9,230
| -1% | -$372K | 3.02% | 11 |
|
|
2018
Q2 | $31M | Buy |
796,865
+725,505
| +1,017% | +$28.3M | 3.06% | 11 |
|
|
2018
Q1 | $2.68M | Sell |
71,360
-728,260
| -91% | -$27.3M | 2.58% | 12 |
|
|
2017
Q4 | $30.4M | Sell |
799,620
-37,205
| -4% | -$1.41M | 3.02% | 11 |
|
|
2017
Q3 | $29.9M | Sell |
836,825
-623,470
| -43% | -$22.3M | 3.19% | 11 |
|
|
2017
Q2 | $50.8M | Sell |
1,460,295
-43,445
| -3% | -$1.51M | 5.79% | 4 |
|
|
2017
Q1 | $51.5M | Buy |
1,503,740
+4,890
| +0.3% | +$167K | 6.66% | 4 |
|
|
2016
Q4 | $49.6M | Buy |
1,498,850
+24,680
| +2% | +$816K | 6.81% | 4 |
|
|
2016
Q3 | $45.6M | Sell |
1,474,170
-9,815
| -0.7% | -$304K | 6.95% | 4 |
|
|
2016
Q2 | $44.3M | Buy |
1,483,985
+69,510
| +5% | +$2.08M | 6.98% | 4 |
|
|
2016
Q1 | $40.8M | Buy |
1,414,475
+76,080
| +6% | +$2.19M | 6.2% | 5 |
|
|
2015
Q4 | $37.3M | Buy |
1,338,395
+25,195
| +2% | +$702K | 5.99% | 5 |
|
|
2015
Q3 | $35.9M | Buy |
1,313,200
+37,360
| +3% | +$1.02M | 5.74% | 5 |
|
|
2015
Q2 | $38.3M | Sell |
1,275,840
-1,840
| -0.1% | -$55.2K | 6.22% | 4 |
|
|
2015
Q1 | $38.8M | Buy |
1,277,680
+63,120
| +5% | +$1.92M | 6.32% | 4 |
|
|
2014
Q4 | $35.2M | Sell |
1,214,560
-174,365
| -13% | -$5.05M | 6.03% | 5 |
|
|
2014
Q3 | $38M | Buy |
1,388,925
+208,120
| +18% | +$5.69M | 6.32% | 4 |
|
|
2014
Q2 | $33.8M | Buy |
1,180,805
+48,165
| +4% | +$1.38M | 6.37% | 5 |
|
|
2014
Q1 | $31.1M | Buy |
1,132,640
+34,815
| +3% | +$957K | 6.3% | 4 |
|
|
2013
Q4 | $29.4M | Sell |
1,097,825
-332,400
| -23% | -$8.9M | 6.24% | 4 |
|
|
2013
Q3 | $35.5M | Buy |
1,430,225
+317,535
| +29% | +$7.88M | 6.12% | 5 |
|
|
2013
Q2 | $25.7M | Buy |
+1,112,690
| New | +$25.7M | 7.08% | 4 |
|