Stevens 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 | $510K | Buy |
8,145
+447
| +6% | +$28K | 0.18% | 58 |
|
|
2025
Q1 | $449K | Sell |
7,698
-1,452
| -16% | -$84.7K | 0.21% | 44 |
|
|
2024
Q4 | $570K | Buy |
9,150
+1,125
| +14% | +$70.1K | 0.26% | 45 |
|
|
2024
Q3 | $500K | Sell |
8,025
-117
| -1% | -$7.29K | 0.24% | 43 |
|
|
2024
Q2 | $476K | Buy |
8,142
+37
| +0.5% | +$2.17K | 0.25% | 41 |
|
|
2024
Q1 | $492K | Buy |
8,105
+55
| +0.7% | +$3.34K | 0.29% | 38 |
|
|
2023
Q4 | $446K | Buy |
8,050
+330
| +4% | +$18.3K | 0.31% | 38 |
|
|
2023
Q3 | $385K | Sell |
7,720
-110
| -1% | -$5.48K | 0.31% | 40 |
|
|
2023
Q2 | $410K | Sell |
7,830
-290
| -4% | -$15.2K | 0.32% | 40 |
|
|
2023
Q1 | $406K | Buy |
8,120
+575
| +8% | +$28.8K | 0.34% | 41 |
|
|
2022
Q4 | $365K | Buy |
+7,545
| New | +$365K | 0.32% | 43 |
|