Steph & Co’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 | $153K | Hold |
2,463
| – | – | 0.05% | 113 |
|
|
2025
Q1 | $144K | Buy |
2,463
+236
| +11% | +$13.8K | 0.05% | 129 |
|
|
2024
Q4 | $139K | Hold |
2,227
| – | – | 0.05% | 137 |
|
|
2024
Q3 | $139K | Hold |
2,227
| – | – | 0.04% | 141 |
|
|
2024
Q2 | $130K | Sell |
2,227
-83
| -4% | -$4.86K | 0.04% | 143 |
|
|
2024
Q1 | $140K | Hold |
2,310
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $128K | Hold |
2,310
| – | – | 0.06% | 125 |
|
|
2023
Q3 | $115K | Sell |
2,310
-185
| -7% | -$9.23K | 0.06% | 143 |
|
|
2023
Q2 | $130K | Sell |
2,495
-245
| -9% | -$12.8K | 0.07% | 132 |
|
|
2023
Q1 | $137K | Hold |
2,740
| – | – | 0.09% | 122 |
|
|
2022
Q4 | $133K | Sell |
2,740
-75
| -3% | -$3.64K | 0.08% | 124 |
|
|
2022
Q3 | $123K | Sell |
2,815
-90
| -3% | -$3.93K | 0.09% | 117 |
|
|
2022
Q2 | $131K | Sell |
2,905
-95
| -3% | -$4.28K | 0.08% | 121 |
|
|
2022
Q1 | $161K | Buy |
3,000
+125
| +4% | +$6.71K | 0.1% | 115 |
|
|
2021
Q4 | $163K | Hold |
2,875
| – | – | 0.09% | 119 |
|
|
2021
Q3 | $151K | Buy |
2,875
+30
| +1% | +$1.58K | 0.1% | 115 |
|
|
2021
Q2 | $153K | Sell |
2,845
-90
| -3% | -$4.84K | 0.1% | 114 |
|
|
2021
Q1 | $153K | Hold |
2,935
| – | – | 0.11% | 113 |
|
|
2020
Q4 | $135K | Buy |
2,935
+995
| +51% | +$45.8K | 0.1% | 121 |
|
|
2020
Q3 | $72K | Hold |
1,940
| – | – | 0.07% | 140 |
|
|
2020
Q2 | $69K | Sell |
1,940
-310
| -14% | -$11K | 0.07% | 147 |
|
|
2020
Q1 | $65K | Buy |
2,250
+150
| +7% | +$4.33K | 0.07% | 129 |
|
|
2019
Q4 | $86K | Buy |
+2,100
| New | +$86K | 0.07% | 147 |
|