SC
Stephens Consulting’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $686K | Sell |
11,066
-1
| -0% | -$62 | 0.16% | 49 |
|
|
2025
Q1 | $646K | Sell |
11,067
-1,190
| -10% | -$69.4K | 0.16% | 50 |
|
|
2024
Q4 | $764K | Sell |
12,257
-197
| -2% | -$12.3K | 0.19% | 45 |
|
|
2024
Q3 | $776K | Sell |
12,454
-28
| -0.2% | -$1.75K | 0.2% | 43 |
|
|
2024
Q2 | $730K | Sell |
12,482
-708
| -5% | -$41.4K | 0.21% | 40 |
|
|
2024
Q1 | $801K | Buy |
13,190
+10,548
| +399% | +$641K | 0.25% | 36 |
|
|
2023
Q4 | $732K | Sell |
2,642
-15
| -0.6% | -$4.16K | 0.25% | 36 |
|
|
2023
Q3 | $663K | Hold |
2,657
| – | – | 0.27% | 36 |
|
|
2023
Q2 | $695K | Buy |
2,657
+196
| +8% | +$51.3K | 0.28% | 38 |
|
|
2023
Q1 | $616K | Buy |
2,461
+371
| +18% | +$92.8K | 0.37% | 39 |
|
|
2022
Q4 | $506K | Sell |
2,090
-241
| -10% | -$58.3K | 0.34% | 40 |
|
|
2022
Q3 | $511K | Buy |
2,331
+875
| +60% | +$192K | 0.46% | 33 |
|
|
2022
Q2 | $330K | Buy |
1,456
+706
| +94% | +$160K | 0.27% | 46 |
|
|
2022
Q1 | $201K | Buy |
750
+31
| +4% | +$8.32K | 0.16% | 78 |
|
|
2021
Q4 | $204K | Buy |
+719
| New | +$204K | 0.17% | 90 |
|