Traphagen Investment Advisors’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 | $998K | Sell |
16,098
-9
| -0.1% | -$558 | 0.09% | 72 |
|
|
2025
Q1 | $940K | Sell |
16,107
-68
| -0.4% | -$3.97K | 0.1% | 73 |
|
|
2024
Q4 | $1.01M | Sell |
16,175
-79
| -0.5% | -$4.92K | 0.1% | 70 |
|
|
2024
Q3 | $1.01M | Buy |
16,254
+1
| +0% | +$62 | 0.1% | 69 |
|
|
2024
Q2 | $951K | Buy |
16,253
+1
| +0% | +$59 | 0.1% | 67 |
|
|
2024
Q1 | $987K | Sell |
16,252
-28
| -0.2% | -$1.7K | 0.11% | 65 |
|
|
2023
Q4 | $902K | Buy |
16,280
+35
| +0.2% | +$1.94K | 0.11% | 63 |
|
|
2023
Q3 | $810K | Sell |
16,245
-140
| -0.9% | -$6.98K | 0.1% | 61 |
|
|
2023
Q2 | $857K | Sell |
16,385
-30
| -0.2% | -$1.57K | 0.11% | 60 |
|
|
2023
Q1 | $821K | Buy |
16,415
+35
| +0.2% | +$1.75K | 0.12% | 62 |
|
|
2022
Q4 | $792K | Buy |
16,380
+250
| +2% | +$12.1K | 0.12% | 61 |
|
|
2022
Q3 | $707K | Sell |
16,130
-250
| -2% | -$11K | 0.13% | 54 |
|
|
2022
Q2 | $741K | Buy |
16,380
+255
| +2% | +$11.5K | 0.14% | 54 |
|
|
2022
Q1 | $865K | Buy |
+16,125
| New | +$865K | 0.14% | 46 |
|