Verde Capital Management’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 | $28M | Buy |
451,068
+22,274
| +5% | +$1.38M | 6.9% | 5 |
|
|
2025
Q1 | $25M | Buy |
428,794
+17,037
| +4% | +$994K | 7.12% | 5 |
|
|
2024
Q4 | $25.7M | Buy |
411,757
+10,569
| +3% | +$659K | 7.24% | 5 |
|
|
2024
Q3 | $25M | Buy |
401,188
+3,919
| +1% | +$244K | 7.5% | 5 |
|
|
2024
Q2 | $23.2M | Buy |
397,269
+16,645
| +4% | +$974K | 7.38% | 5 |
|
|
2024
Q1 | $23.1M | Buy |
380,624
+3,909
| +1% | +$237K | 7.91% | 5 |
|
|
2023
Q4 | $20.9M | Sell |
376,715
-15,790
| -4% | -$875K | 7.89% | 5 |
|
|
2023
Q3 | $19.6M | Buy |
392,505
+10,415
| +3% | +$519K | 7.61% | 5 |
|
|
2023
Q2 | $20M | Buy |
382,090
+10,030
| +3% | +$525K | 7.58% | 5 |
|
|
2023
Q1 | $18.6M | Buy |
372,060
+3,365
| +0.9% | +$168K | 7.76% | 5 |
|
|
2022
Q4 | $17.8M | Sell |
368,695
-23,290
| -6% | -$1.13M | 8.52% | 3 |
|
|
2022
Q3 | $17.2M | Sell |
391,985
-25,485
| -6% | -$1.12M | 8.36% | 3 |
|
|
2022
Q2 | $18.9M | Sell |
417,470
-48,520
| -10% | -$2.2M | 8.67% | 3 |
|
|
2022
Q1 | $25M | Buy |
465,990
+8,930
| +2% | +$479K | 9.91% | 3 |
|
|
2021
Q4 | $25.9M | Buy |
457,060
+26,570
| +6% | +$1.5M | 9.86% | 2 |
|
|
2021
Q3 | $22.7M | Buy |
430,490
+61,525
| +17% | +$3.24M | 9.43% | 5 |
|
|
2021
Q2 | $19.8M | Buy |
+368,965
| New | +$19.8M | 8.35% | 5 |
|
|
2020
Q1 | – | Sell |
-120,930
| Closed | -$4.98M | – | 37 |
|
|
2019
Q4 | $4.98M | Buy |
+120,930
| New | +$4.98M | 2.91% | 12 |
|