Valley Forge Investment Consultants’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 | $19.5M | Buy |
315,209
+3,468
| +1% | +$215K | 6.26% | 4 |
|
|
2025
Q1 | $18.2M | Buy |
311,741
+2,031
| +0.7% | +$119K | 6.47% | 4 |
|
|
2024
Q4 | $19.3M | Buy |
309,710
+5,669
| +2% | +$353K | 6.63% | 4 |
|
|
2024
Q3 | $18.9M | Buy |
304,041
+4,660
| +2% | +$290K | 6.61% | 4 |
|
|
2024
Q2 | $17.5M | Buy |
299,381
+6,684
| +2% | +$391K | 6.63% | 4 |
|
|
2024
Q1 | $17.8M | Buy |
292,697
+19,992
| +7% | +$1.21M | 6.93% | 4 |
|
|
2023
Q4 | $15.1M | Sell |
272,705
-4,355
| -2% | -$241K | 6.72% | 5 |
|
|
2023
Q3 | $13.8M | Buy |
277,060
+30,900
| +13% | +$1.54M | 6.3% | 4 |
|
|
2023
Q2 | $12.9M | Sell |
246,160
-10,350
| -4% | -$541K | 6.33% | 5 |
|
|
2023
Q1 | $12.8M | Sell |
256,510
-18,095
| -7% | -$905K | 6.65% | 5 |
|
|
2022
Q4 | $13.3M | Sell |
274,605
-27,260
| -9% | -$1.32M | 7% | 5 |
|
|
2022
Q3 | $13.2M | Sell |
301,865
-16,520
| -5% | -$724K | 7.27% | 4 |
|
|
2022
Q2 | $14.4M | Sell |
318,385
-1,015
| -0.3% | -$45.9K | 7.18% | 5 |
|
|
2022
Q1 | $17.1M | Buy |
319,400
+45,015
| +16% | +$2.42M | 7.06% | 5 |
|
|
2021
Q4 | $15.5M | Buy |
274,385
+47,940
| +21% | +$2.71M | 6.87% | 5 |
|
|
2021
Q3 | $11.9M | Buy |
226,445
+210
| +0.1% | +$11K | 6.4% | 5 |
|
|
2021
Q2 | $12.2M | Buy |
226,235
+51,530
| +29% | +$2.77M | 6.57% | 5 |
|
|
2021
Q1 | $9.09M | Buy |
174,705
+36,985
| +27% | +$1.93M | 6.23% | 5 |
|
|
2020
Q4 | $6.33M | Buy |
+137,720
| New | +$6.33M | 5.51% | 5 |
|