Summit X LLC’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Summit X LLC’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Sell	16,434 -336	-2%	-$20.8K	0.19%	98
2025 Q1	$979K	Sell	16,770 -126	-0.7%	-$7.35K	0.21%	94
2024 Q4	$1.05M	Buy	16,896 +584	+4%	+$36.4K	0.23%	80
2024 Q3	$955K	Sell	16,312 -610	-4%	-$35.7K	0.23%	84
2024 Q2	$992K	Sell	16,922 -179	-1%	-$10.5K	0.22%	88
2024 Q1	$1.04M	Sell	17,101 -989	-5%	-$60.1K	0.27%	80
2023 Q4	$981K	Sell	18,090 -805	-4%	-$43.7K	0.28%	73
2023 Q3	$945K	Sell	18,895 -3,875	-17%	-$194K	0.3%	69
2023 Q2	$1.19M	Buy	22,770 +1,735	+8%	+$90.9K	0.29%	67
2023 Q1	$1.05M	Sell	21,035 -84,735	-80%	-$4.24M	0.27%	75
2022 Q4	$4.79M	Buy	105,770 +49,085	+87%	+$2.22M	1.38%	16
2022 Q3	$2.49M	Sell	56,685 -49,150	-46%	-$2.16M	0.74%	28
2022 Q2	$4.77M	Buy	105,835 +1,815	+2%	+$81.9K	1.38%	16
2022 Q1	$5.57M	Sell	104,020 -4,545	-4%	-$243K	1.37%	17
2021 Q4	$6.16M	Buy	108,565 +4,900	+5%	+$278K	1.44%	18
2021 Q3	$5.47M	Buy	103,665 +10,680	+11%	+$564K	1.38%	17
2021 Q2	$4.97M	Buy	92,985 +3,480	+4%	+$186K	1.25%	18
2021 Q1	$4.67M	Buy	89,505 +12,855	+17%	+$671K	1.28%	17
2020 Q4	$3.52M	Buy	76,650 +64,215	+516%	+$2.95M	1.04%	21
2020 Q3	$8.52K	Sell	12,435 -1,245	-9%	-$853	0.14%	89
2020 Q2	$487K	Sell	13,680 -95	-0.7%	-$3.38K	0.18%	117
2020 Q1	$396K	Sell	13,775 -31,785	-70%	-$914K	0.18%	115
2019 Q4	$1.85M	Buy	45,560 +1,495	+3%	+$60.8K	0.69%	41
2019 Q3	$1.72M	Sell	44,065 -23,785	-35%	-$927K	0.69%	38
2019 Q2	$2.65M	Sell	67,850 -230	-0.3%	-$8.99K	1.08%	22
2019 Q1	$2.6M	Sell	68,080 -4,160	-6%	-$159K	1.11%	19
2018 Q4	$2.35M	Sell	72,240 -27,120	-27%	-$881K	1.35%	14
2018 Q3	$3.99M	Buy	99,360 +3,845	+4%	+$154K	1.96%	9
2018 Q2	$3.74M	Buy	95,515 +8,040	+9%	+$314K	2.08%	8
2018 Q1	$3.3M	Buy	87,475 +11,975	+16%	+$451K	1.98%	7
2017 Q4	$2.87M	Buy	75,500 +18,705	+33%	+$712K	1.82%	11
2017 Q3	$2.04M	Buy	56,795 +18,070	+47%	+$649K	1.35%	19
2017 Q2	$1.36M	Buy	+38,725	New	+$1.36M	0.97%	22