St. Clair 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 | $2.03M | Sell |
32,735
-590
| -2% | -$36.6K | 0.53% | 32 |
|
|
2025
Q1 | $1.94M | Sell |
33,325
-751
| -2% | -$43.8K | 0.54% | 31 |
|
|
2024
Q4 | $2.12M | Buy |
34,076
+35
| +0.1% | +$2.18K | 0.61% | 30 |
|
|
2024
Q3 | $2.12M | Sell |
34,041
-1,168
| -3% | -$72.8K | 0.6% | 27 |
|
|
2024
Q2 | $2.06M | Buy |
35,209
+23
| +0.1% | +$1.35K | 0.66% | 27 |
|
|
2024
Q1 | $2.14M | Buy |
35,186
+16
| +0% | +$972 | 0.69% | 26 |
|
|
2023
Q4 | $1.95M | Sell |
35,170
-425
| -1% | -$23.6K | 0.67% | 28 |
|
|
2023
Q3 | $1.78M | Sell |
35,595
-400
| -1% | -$19.9K | 0.7% | 25 |
|
|
2023
Q2 | $1.88M | Buy |
35,995
+1,225
| +4% | +$64.1K | 0.73% | 25 |
|
|
2023
Q1 | $1.74M | Buy |
34,770
+600
| +2% | +$30K | 0.76% | 25 |
|
|
2022
Q4 | $1.65M | Buy |
34,170
+2,500
| +8% | +$121K | 1.04% | 16 |
|
|
2022
Q3 | $1.39M | Buy |
31,670
+9,875
| +45% | +$433K | 1.11% | 14 |
|
|
2022
Q2 | $986K | Buy |
21,795
+1,255
| +6% | +$56.8K | 0.8% | 16 |
|
|
2022
Q1 | $1.1M | Buy |
20,540
+1,430
| +7% | +$76.7K | 0.75% | 16 |
|
|
2021
Q4 | $1.08M | Sell |
19,110
-250
| -1% | -$14.2K | 0.62% | 22 |
|
|
2021
Q3 | $1.02M | Buy |
19,360
+14,985
| +343% | +$788K | 0.71% | 18 |
|
|
2021
Q2 | $235K | Hold |
4,375
| – | – | 0.18% | 40 |
|
|
2021
Q1 | $228K | Hold |
4,375
| – | – | 0.18% | 40 |
|
|
2020
Q4 | $201K | Buy |
+4,375
| New | +$201K | 0.19% | 43 |
|