The Family Firm’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 | $1.66M | Buy |
26,815
+315
| +1% | +$19.5K | 0.4% | 59 |
|
|
2025
Q1 | $1.55M | Sell |
26,500
-714
| -3% | -$41.7K | 0.35% | 60 |
|
|
2024
Q4 | $1.7M | Buy |
27,214
+105
| +0.4% | +$6.54K | 0.38% | 56 |
|
|
2024
Q3 | $1.69M | Sell |
27,109
-231
| -0.8% | -$14.4K | 0.37% | 57 |
|
|
2024
Q2 | $1.6M | Sell |
27,340
-1,245
| -4% | -$72.9K | 0.36% | 54 |
|
|
2024
Q1 | $1.74M | Sell |
28,585
-630
| -2% | -$38.3K | 0.42% | 50 |
|
|
2023
Q4 | $1.62M | Buy |
29,215
+10
| +0% | +$554 | 0.42% | 51 |
|
|
2023
Q3 | $1.46M | Sell |
29,205
-190
| -0.6% | -$9.48K | 0.41% | 52 |
|
|
2023
Q2 | $1.54M | Buy |
29,395
+35
| +0.1% | +$1.83K | 0.41% | 52 |
|
|
2023
Q1 | $1.47M | Sell |
29,360
-845
| -3% | -$42.3K | 0.41% | 51 |
|
|
2022
Q4 | $1.46M | Buy |
30,205
+255
| +0.9% | +$12.3K | 0.43% | 50 |
|
|
2022
Q3 | $1.31M | Sell |
29,950
-40
| -0.1% | -$1.75K | 0.42% | 49 |
|
|
2022
Q2 | $1.36M | Sell |
29,990
-95
| -0.3% | -$4.3K | 0.4% | 51 |
|
|
2022
Q1 | $1.62M | Sell |
30,085
-540
| -2% | -$29K | 0.42% | 50 |
|
|
2021
Q4 | $1.73M | Sell |
30,625
-700
| -2% | -$39.6K | 0.45% | 45 |
|
|
2021
Q3 | $1.74M | Sell |
31,325
-270
| -0.9% | -$15K | 0.46% | 44 |
|
|
2021
Q2 | $1.7M | Buy |
31,595
+160
| +0.5% | +$8.6K | 0.46% | 46 |
|
|
2021
Q1 | $1.64M | Buy |
31,435
+350
| +1% | +$18.2K | 0.47% | 45 |
|
|
2020
Q4 | $1.5M | Sell |
31,085
-2,480
| -7% | -$120K | 0.45% | 46 |
|
|
2020
Q3 | $1.24M | Sell |
33,565
-3,425
| -9% | -$127K | 0.45% | 44 |
|
|
2020
Q2 | $1.32M | Sell |
36,990
-845
| -2% | -$30.1K | 0.49% | 44 |
|
|
2020
Q1 | $1.09M | Sell |
37,835
-6,155
| -14% | -$177K | 0.46% | 43 |
|
|
2019
Q4 | $1.81M | Sell |
43,990
-3,250
| -7% | -$134K | 0.61% | 37 |
|
|
2019
Q3 | $1.83M | Hold |
47,240
| – | – | 0.65% | 35 |
|
|
2019
Q2 | $1.84M | Sell |
47,240
-50
| -0.1% | -$1.94K | 0.65% | 33 |
|
|
2019
Q1 | $1.79M | Sell |
47,290
-1,460
| -3% | -$55.3K | 0.65% | 34 |
|
|
2018
Q4 | $1.62M | Buy |
48,750
+220
| +0.5% | +$7.31K | 0.65% | 34 |
|
|
2018
Q3 | $1.95M | Buy |
48,530
+485
| +1% | +$19.5K | 0.71% | 33 |
|
|
2018
Q2 | $1.87M | Buy |
48,045
+500
| +1% | +$19.5K | 0.7% | 32 |
|
|
2018
Q1 | $1.78M | Sell |
47,545
-720
| -1% | -$27K | 0.69% | 30 |
|
|
2017
Q4 | $1.83M | Sell |
48,265
-135
| -0.3% | -$5.12K | 0.73% | 30 |
|
|
2017
Q3 | $1.73M | Buy |
48,400
+110
| +0.2% | +$3.94K | 0.72% | 30 |
|
|
2017
Q2 | $1.68M | Sell |
48,290
-5,780
| -11% | -$201K | 0.74% | 30 |
|
|
2017
Q1 | $1.85M | Sell |
54,070
-310
| -0.6% | -$10.6K | 0.88% | 25 |
|
|
2016
Q4 | $1.8M | Sell |
54,380
-3,525
| -6% | -$117K | 0.85% | 28 |
|
|
2016
Q3 | $1.79M | Sell |
57,905
-1,425
| -2% | -$44.1K | 0.85% | 26 |
|
|
2016
Q2 | $1.77M | Buy |
59,330
+155
| +0.3% | +$4.63K | 0.88% | 27 |
|
|
2016
Q1 | $1.71M | Sell |
59,175
-2,630
| -4% | -$75.8K | 0.87% | 24 |
|
|
2015
Q4 | $1.72M | Sell |
61,805
-1,850
| -3% | -$51.5K | 0.91% | 23 |
|
|
2015
Q3 | $1.74M | Buy |
63,655
+1,440
| +2% | +$39.3K | 0.94% | 24 |
|
|
2015
Q2 | $1.87M | Buy |
62,215
+120
| +0.2% | +$3.6K | 0.96% | 24 |
|
|
2015
Q1 | $1.89M | Buy |
62,095
+180
| +0.3% | +$5.47K | 0.96% | 25 |
|
|
2014
Q4 | $1.79M | Buy |
+61,915
| New | +$1.79M | 0.93% | 27 |
|