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 |
|