Sheaff Brock Investment 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
Q1 | $870K | Buy |
14,915
+1,495
| +11% | +$87.2K | 0.08% | 184 |
|
|
2024
Q4 | $836K | Buy |
13,420
+375
| +3% | +$23.4K | 0.07% | 187 |
|
|
2024
Q3 | $813K | Hold |
13,045
| – | – | 0.07% | 193 |
|
|
2024
Q2 | $763K | Hold |
13,045
| – | – | 0.07% | 194 |
|
|
2024
Q1 | $792K | Buy |
13,045
+4,500
| +53% | +$273K | 0.05% | 217 |
|
|
2023
Q4 | $474K | Buy |
8,545
+1,465
| +21% | +$81.2K | 0.04% | 275 |
|
|
2023
Q3 | $353K | Hold |
7,080
| – | – | 0.03% | 294 |
|
|
2023
Q2 | $370K | Hold |
7,080
| – | – | 0.03% | 302 |
|
|
2023
Q1 | $354K | Hold |
7,080
| – | – | 0.03% | 311 |
|
|
2022
Q4 | $343K | Hold |
7,080
| – | – | 0.03% | 310 |
|
|
2022
Q3 | $310K | Hold |
7,080
| – | – | 0.03% | 316 |
|
|
2022
Q2 | $320K | Hold |
7,080
| – | – | 0.03% | 318 |
|
|
2022
Q1 | $380K | Buy |
7,080
+2,500
| +55% | +$134K | 0.03% | 315 |
|
|
2021
Q4 | $259K | Buy |
+4,580
| New | +$259K | 0.02% | 412 |
|
|
2021
Q3 | – | Sell |
-6,720
| Closed | -$361K | – | 548 |
|
|
2021
Q2 | $361K | Hold |
6,720
| – | – | 0.03% | 324 |
|
|
2021
Q1 | $350K | Buy |
+6,720
| New | +$350K | 0.03% | 318 |
|
|
2020
Q1 | – | Sell |
-4,920
| Closed | -$203K | – | 443 |
|
|
2019
Q4 | $203K | Buy |
+4,920
| New | +$203K | 0.02% | 406 |
|
|
2019
Q3 | – | Sell |
-5,970
| Closed | -$232K | – | 472 |
|
|
2019
Q2 | $232K | Sell |
5,970
-1,500
| -20% | -$58.3K | 0.02% | 382 |
|
|
2019
Q1 | $283K | Buy |
7,470
+725
| +11% | +$27.5K | 0.03% | 349 |
|
|
2018
Q4 | $224K | Sell |
6,745
-1,300
| -16% | -$43.2K | 0.04% | 372 |
|
|
2018
Q3 | $324K | Hold |
8,045
| – | – | 0.03% | 335 |
|
|
2018
Q2 | $313K | Buy |
8,045
+150
| +2% | +$5.84K | 0.03% | 338 |
|
|
2018
Q1 | $296K | Buy |
7,895
+200
| +3% | +$7.5K | 0.03% | 341 |
|
|
2017
Q4 | $292K | Buy |
7,695
+1,500
| +24% | +$56.9K | 0.04% | 355 |
|
|
2017
Q3 | $222K | Buy |
+6,195
| New | +$222K | 0.03% | 448 |
|
|
2017
Q2 | – | Sell |
-16,100
| Closed | -$551K | – | 626 |
|
|
2017
Q1 | $551K | Buy |
+16,100
| New | +$551K | 0.07% | 265 |
|