Univest Financial’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 | $2.88M | Sell |
46,391
-405
| -0.9% | -$25.1K | 0.17% | 96 |
|
|
2025
Q1 | $2.73M | Sell |
46,796
-7,471
| -14% | -$436K | 0.18% | 95 |
|
|
2024
Q4 | $3.38M | Sell |
54,267
-4,408
| -8% | -$275K | 0.21% | 84 |
|
|
2024
Q3 | $3.66M | Buy |
58,675
+8,151
| +16% | +$508K | 0.24% | 75 |
|
|
2024
Q2 | $2.96M | Sell |
50,524
-724
| -1% | -$42.4K | 0.82% | 42 |
|
|
2024
Q1 | $3.11M | Sell |
51,248
-532
| -1% | -$32.3K | 0.88% | 43 |
|
|
2023
Q4 | $2.87M | Buy |
51,780
+170
| +0.3% | +$9.42K | 0.85% | 42 |
|
|
2023
Q3 | $2.57M | Sell |
51,610
-175
| -0.3% | -$8.73K | 0.86% | 43 |
|
|
2023
Q2 | $2.71M | Sell |
51,785
-1,300
| -2% | -$68K | 0.82% | 44 |
|
|
2023
Q1 | $2.66M | Sell |
53,085
-1,340
| -2% | -$67K | 0.83% | 45 |
|
|
2022
Q4 | $2.63M | Sell |
54,425
-5,525
| -9% | -$267K | 0.83% | 47 |
|
|
2022
Q3 | $2.63M | Sell |
59,950
-1,180
| -2% | -$51.7K | 0.86% | 41 |
|
|
2022
Q2 | $2.77M | Sell |
61,130
-2,175
| -3% | -$98.4K | 0.9% | 44 |
|
|
2022
Q1 | $3.4M | Buy |
63,305
+1,380
| +2% | +$74.1K | 0.96% | 44 |
|
|
2021
Q4 | $3.51M | Sell |
61,925
-260
| -0.4% | -$14.7K | 0.89% | 42 |
|
|
2021
Q3 | $3.27M | Buy |
62,185
+95
| +0.2% | +$5K | 0.91% | 41 |
|
|
2021
Q2 | $3.34M | Sell |
62,090
-1,775
| -3% | -$95.4K | 0.92% | 42 |
|
|
2021
Q1 | $3.33M | Sell |
63,865
-80
| -0.1% | -$4.17K | 0.94% | 42 |
|
|
2020
Q4 | $2.94M | Sell |
63,945
-14,180
| -18% | -$652K | 0.85% | 43 |
|
|
2020
Q3 | $2.9M | Sell |
78,125
-185
| -0.2% | -$6.86K | 0.92% | 44 |
|
|
2020
Q2 | $2.79M | Buy |
78,310
+10,350
| +15% | +$368K | 0.92% | 44 |
|
|
2020
Q1 | $1.96M | Buy |
+67,960
| New | +$1.96M | 0.78% | 46 |
|
|
2019
Q4 | – | Sell |
-68,165
| Closed | -$2.63M | – | 114 |
|
|
2019
Q3 | $2.63M | Buy |
68,165
+105
| +0.2% | +$4.06K | 0.84% | 44 |
|
|
2019
Q2 | $2.64M | Buy |
68,060
+915
| +1% | +$35.5K | 0.84% | 45 |
|
|
2019
Q1 | $2.54M | Sell |
67,145
-1,385
| -2% | -$52.5K | 0.83% | 46 |
|
|
2018
Q4 | $2.28M | Sell |
68,530
-985
| -1% | -$32.7K | 0.84% | 39 |
|
|
2018
Q3 | $2.8M | Buy |
+69,515
| New | +$2.8M | 0.85% | 49 |
|