Silicon Valley Capital Partners’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
$163K Sell
2,635
-1,843
-41% -$114K 0.02% 94
2025
Q1
$261K Sell
4,478
-582
-12% -$33.9K 0.03% 70
2024
Q4
$315K Sell
5,060
-418
-8% -$26K 0.04% 69
2024
Q3
$341K Buy
5,478
+21
+0.4% +$1.31K 0.04% 61
2024
Q2
$319K Sell
5,457
-1,004
-16% -$58.8K 0.04% 65
2024
Q1
$392K Buy
6,461
+16
+0.2% +$972 0.06% 59
2023
Q4
$357K Buy
6,445
+60
+0.9% +$3.33K 0.06% 56
2023
Q3
$319K Hold
6,385
0.06% 61
2023
Q2
$334K Buy
6,385
+15
+0.2% +$785 0.06% 62
2023
Q1
$319K Buy
6,370
+25
+0.4% +$1.25K 0.07% 62
2022
Q4
$307K Sell
6,345
-135
-2% -$6.53K 0.07% 59
2022
Q3
$284K Buy
6,480
+40
+0.6% +$1.75K 0.06% 57
2022
Q2
$291K Buy
6,440
+20
+0.3% +$904 0.06% 53
2022
Q1
$344K Buy
6,420
+20
+0.3% +$1.07K 0.06% 53
2021
Q4
$362K Sell
6,400
-1,150
-15% -$65K 0.06% 53
2021
Q3
$397K Buy
7,550
+25
+0.3% +$1.32K 0.08% 48
2021
Q2
$404K Buy
+7,525
New +$404K 0.08% 42
2019
Q2
Sell
-9,200
Closed -$348K 36
2019
Q1
$348K Buy
9,200
+35
+0.4% +$1.32K 0.15% 24
2018
Q4
$304K Sell
9,165
-155
-2% -$5.14K 0.15% 23
2018
Q3
$375K Hold
9,320
0.16% 19
2018
Q2
$369K Buy
9,320
+40
+0.4% +$1.58K 0.18% 20
2018
Q1
$348K Sell
9,280
-815
-8% -$30.6K 0.2% 17
2017
Q4
$383K Buy
10,095
+875
+9% +$33.2K 0.23% 17
2017
Q3
$330K Sell
9,220
-355
-4% -$12.7K 0.23% 17
2017
Q2
$333K Sell
9,575
-265
-3% -$9.22K 0.22% 17
2017
Q1
$337K Buy
+9,840
New +$337K 0.21% 20