Truepoint Inc’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 | $692K | Sell |
11,155
-2,230
| -17% | -$138K | 0.02% | 84 |
|
|
2025
Q1 | $781K | Buy |
13,385
+2,053
| +18% | +$120K | 0.02% | 74 |
|
|
2024
Q4 | $706K | Sell |
11,332
-1,525
| -12% | -$95K | 0.02% | 76 |
|
|
2024
Q3 | $801K | Buy |
12,857
+412
| +3% | +$25.7K | 0.02% | 71 |
|
|
2024
Q2 | $728K | Buy |
12,445
+600
| +5% | +$35.1K | 0.02% | 72 |
|
|
2024
Q1 | $719K | Sell |
11,845
-41,840
| -78% | -$2.54M | 0.02% | 72 |
|
|
2023
Q4 | $2.98M | Sell |
53,685
-1,560
| -3% | -$86.5K | 0.09% | 48 |
|
|
2023
Q3 | $2.76M | Buy |
55,245
+7,680
| +16% | +$383K | 0.09% | 49 |
|
|
2023
Q2 | $2.49M | Buy |
47,565
+1,395
| +3% | +$73K | 0.08% | 45 |
|
|
2023
Q1 | $2.31M | Sell |
46,170
-85
| -0.2% | -$4.25K | 0.08% | 43 |
|
|
2022
Q4 | $2.24M | Sell |
46,255
-2,225
| -5% | -$108K | 0.08% | 46 |
|
|
2022
Q3 | $2.13M | Buy |
48,480
+2,365
| +5% | +$104K | 0.11% | 39 |
|
|
2022
Q2 | $2.09M | Buy |
46,115
+900
| +2% | +$40.7K | 0.11% | 39 |
|
|
2022
Q1 | $2.43M | Buy |
45,215
+1,435
| +3% | +$77K | 0.12% | 35 |
|
|
2021
Q4 | $2.48M | Buy |
43,780
+3,065
| +8% | +$174K | 0.12% | 34 |
|
|
2021
Q3 | $2.14M | Buy |
40,715
+14,215
| +54% | +$748K | 0.11% | 38 |
|
|
2021
Q2 | $1.42M | Buy |
26,500
+1,425
| +6% | +$76.6K | 0.08% | 43 |
|
|
2021
Q1 | $1.31M | Sell |
25,075
-2,745
| -10% | -$143K | 0.08% | 39 |
|
|
2020
Q4 | $1.28M | Buy |
+27,820
| New | +$1.28M | 0.08% | 40 |
|
|
2020
Q1 | – | Sell |
-31,565
| Closed | -$1.3M | – | 65 |
|
|
2019
Q4 | $1.3M | Buy |
31,565
+30
| +0.1% | +$1.24K | 0.1% | 31 |
|
|
2019
Q3 | $1.22M | Sell |
31,535
-1,110
| -3% | -$42.9K | 0.11% | 32 |
|
|
2019
Q2 | $1.27M | Sell |
32,645
-20
| -0.1% | -$777 | 0.1% | 39 |
|
|
2019
Q1 | $1.24M | Sell |
32,665
-4,505
| -12% | -$171K | 0.11% | 36 |
|
|
2018
Q4 | $1.24M | Buy |
37,170
+10,500
| +39% | +$349K | 0.12% | 32 |
|
|
2018
Q3 | $1.07M | Sell |
26,670
-305
| -1% | -$12.3K | 0.09% | 32 |
|
|
2018
Q2 | $1.05M | Buy |
26,975
+20,825
| +339% | +$811K | 0.09% | 31 |
|
|
2018
Q1 | $6.56K | Sell |
6,150
-24,725
| -80% | -$26.4K | 0.05% | 52 |
|
|
2017
Q4 | $1.17M | Buy |
30,875
+5,425
| +21% | +$206K | 0.11% | 24 |
|
|
2017
Q3 | $911K | Sell |
25,450
-25,215
| -50% | -$903K | 0.09% | 34 |
|
|
2017
Q2 | $1.77M | Buy |
50,665
+15,090
| +42% | +$527K | 0.18% | 25 |
|
|
2017
Q1 | $1.22M | Sell |
35,575
-530
| -1% | -$18.1K | 0.13% | 27 |
|
|
2016
Q4 | $1.22M | Buy |
36,105
+1,445
| +4% | +$48.8K | 0.14% | 27 |
|
|
2016
Q3 | $1.07M | Sell |
34,660
-6,990
| -17% | -$216K | 0.13% | 24 |
|
|
2016
Q2 | $1.24M | Buy |
41,650
+7,500
| +22% | +$224K | 0.16% | 21 |
|
|
2016
Q1 | $985K | Buy |
34,150
+7,695
| +29% | +$222K | 0.13% | 23 |
|
|
2015
Q4 | $737K | Sell |
26,455
-1,140
| -4% | -$31.8K | 0.1% | 25 |
|
|
2015
Q3 | $754K | Buy |
+27,595
| New | +$754K | 0.11% | 24 |
|