SCM
Schnieders Capital Management’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 | $357K | Buy |
5,764
+59
| +1% | +$3.66K | 0.06% | 164 |
|
|
2025
Q1 | $333K | Sell |
5,705
-130
| -2% | -$7.59K | 0.07% | 154 |
|
|
2024
Q4 | $364K | Sell |
5,835
-47,110
| -89% | -$2.94M | 0.07% | 151 |
|
|
2024
Q3 | $3.3M | Buy |
52,945
+46,360
| +704% | +$2.89M | 0.63% | 40 |
|
|
2024
Q2 | $385K | Sell |
6,585
-745
| -10% | -$43.6K | 0.08% | 137 |
|
|
2024
Q1 | $445K | Buy |
7,330
+5,844
| +393% | +$355K | 0.09% | 129 |
|
|
2023
Q4 | $412K | Sell |
1,486
-20
| -1% | -$5.54K | 0.09% | 132 |
|
|
2023
Q3 | $376K | Sell |
1,506
-25
| -2% | -$6.23K | 0.08% | 134 |
|
|
2023
Q2 | $400K | Sell |
1,531
-13
| -0.8% | -$3.4K | 0.08% | 138 |
|
|
2023
Q1 | $386K | Sell |
1,544
-95
| -6% | -$23.8K | 0.09% | 141 |
|
|
2022
Q4 | $396K | Buy |
1,639
+46
| +3% | +$11.1K | 0.09% | 137 |
|
|
2022
Q3 | $349K | Hold |
1,593
| – | – | 0.09% | 137 |
|
|
2022
Q2 | $360K | Buy |
1,593
+508
| +47% | +$115K | 0.11% | 137 |
|
|
2022
Q1 | $291K | Hold |
1,085
| – | – | 0.07% | 165 |
|
|
2021
Q4 | $307K | Hold |
1,085
| – | – | 0.07% | 160 |
|
|
2021
Q3 | $285K | Hold |
1,085
| – | – | 0.08% | 155 |
|
|
2021
Q2 | $292K | Hold |
1,085
| – | – | 0.08% | 157 |
|
|
2021
Q1 | $282K | Sell |
1,085
-13
| -1% | -$3.38K | 0.08% | 157 |
|
|
2020
Q4 | $252K | Sell |
1,098
-82
| -7% | -$18.8K | 0.08% | 150 |
|
|
2020
Q3 | $219K | Hold |
1,180
| – | – | 0.08% | 151 |
|
|
2020
Q2 | $210K | Buy |
+1,180
| New | +$210K | 0.08% | 155 |
|
|
2020
Q1 | – | Sell |
-1,294
| Closed | -$266K | – | 161 |
|
|
2019
Q4 | $266K | Buy |
1,294
+227
| +21% | +$46.7K | 0.1% | 146 |
|
|
2019
Q3 | $206K | Hold |
1,067
| – | – | 0.08% | 157 |
|
|
2019
Q2 | $207K | Hold |
1,067
| – | – | 0.08% | 157 |
|
|
2019
Q1 | $202K | Buy |
+1,067
| New | +$202K | 0.09% | 144 |
|
|
2018
Q4 | – | Sell |
-1,099
| Closed | -$221K | – | 145 |
|
|
2018
Q3 | $221K | Hold |
1,099
| – | – | 0.09% | 140 |
|
|
2018
Q2 | $214K | Buy |
1,099
+32
| +3% | +$6.23K | 0.09% | 142 |
|
|
2018
Q1 | $200K | Hold |
1,067
| – | – | 0.09% | 146 |
|
|
2017
Q4 | $203K | Buy |
+1,067
| New | +$203K | 0.08% | 151 |
|