Stone House Investment Management’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 | $567K | Sell |
9,147
-123
| -1% | -$7.63K | 0.1% | 41 |
|
|
2025
Q1 | $541K | Buy |
9,270
+1,551
| +20% | +$90.5K | 0.11% | 43 |
|
|
2024
Q4 | $481K | Sell |
7,719
-1,661
| -18% | -$103K | 0.12% | 39 |
|
|
2024
Q3 | $585K | Buy |
9,380
+747
| +9% | +$46.6K | 0.12% | 36 |
|
|
2024
Q2 | $505K | Sell |
8,633
-140
| -2% | -$8.19K | 0.13% | 36 |
|
|
2024
Q1 | $533K | Buy |
8,773
+6,638
| +311% | +$403K | 0.13% | 38 |
|
|
2023
Q4 | $118K | Sell |
2,135
-32,325
| -94% | -$1.79M | 0.04% | 51 |
|
|
2023
Q3 | $1.72M | Buy |
34,460
+32,045
| +1,327% | +$1.6M | 0.6% | 22 |
|
|
2023
Q2 | $126K | Hold |
2,415
| – | – | 0.05% | 49 |
|
|
2023
Q1 | $121K | Buy |
+2,415
| New | +$121K | 0.04% | 54 |
|
|
2020
Q2 | – | Sell |
-21,450
| Closed | -$617K | – | 37 |
|
|
2020
Q1 | $617K | Buy |
+21,450
| New | +$617K | 0.36% | 24 |
|
|
2019
Q4 | – | Sell |
-41,555
| Closed | -$1.61M | – | 33 |
|
|
2019
Q3 | $1.61M | Sell |
41,555
-48,245
| -54% | -$1.86M | 0.8% | 24 |
|
|
2019
Q2 | $3.49M | Buy |
89,800
+37,970
| +73% | +$1.48M | 1.82% | 18 |
|
|
2019
Q1 | $1.96M | Sell |
51,830
-38,865
| -43% | -$1.47M | 1.02% | 24 |
|
|
2018
Q4 | $3.01M | Sell |
90,695
-43,245
| -32% | -$1.44M | 1.9% | 18 |
|
|
2018
Q3 | $5.39M | Buy |
133,940
+6,075
| +5% | +$245K | 3.09% | 13 |
|
|
2018
Q2 | $4.98M | Buy |
127,865
+2,450
| +2% | +$95.4K | 3.17% | 14 |
|
|
2018
Q1 | $4.71M | Buy |
125,415
+11,525
| +10% | +$432K | 3.06% | 14 |
|
|
2017
Q4 | $4.32M | Sell |
113,890
-930
| -0.8% | -$35.3K | 2.93% | 12 |
|
|
2017
Q3 | $4.11M | Sell |
114,820
-4,905
| -4% | -$175K | 2.93% | 11 |
|
|
2017
Q2 | $4.17M | Sell |
119,725
-46,045
| -28% | -$1.6M | 2.99% | 11 |
|
|
2017
Q1 | $5.68M | Buy |
165,770
+28,195
| +20% | +$966K | 4.25% | 7 |
|
|
2016
Q4 | $4.55M | Buy |
+137,575
| New | +$4.55M | 3.83% | 8 |
|