Vista Investment 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 | $2.68M | Buy |
43,155
+285
| +0.7% | +$17.7K | 0.99% | 30 |
|
|
2025
Q1 | $2.5M | Buy |
42,870
+635
| +2% | +$37.1K | 0.98% | 27 |
|
|
2024
Q4 | $2.63M | Sell |
42,235
-515
| -1% | -$32.1K | 1% | 28 |
|
|
2024
Q3 | $2.66M | Sell |
42,750
-163
| -0.4% | -$10.2K | 1% | 30 |
|
|
2024
Q2 | $2.51M | Sell |
42,913
-181
| -0.4% | -$10.6K | 1.02% | 29 |
|
|
2024
Q1 | $2.62M | Buy |
43,094
+164
| +0.4% | +$9.96K | 1.07% | 27 |
|
|
2023
Q4 | $2.38M | Buy |
42,930
+30
| +0.1% | +$1.66K | 1.11% | 23 |
|
|
2023
Q3 | $2.14M | Sell |
42,900
-260
| -0.6% | -$13K | 1.12% | 23 |
|
|
2023
Q2 | $2.26M | Sell |
43,160
-40
| -0.1% | -$2.09K | 1.14% | 22 |
|
|
2023
Q1 | $2.16M | Buy |
43,200
+505
| +1% | +$25.3K | 1.14% | 22 |
|
|
2022
Q4 | $2.07M | Buy |
42,695
+1,050
| +3% | +$50.8K | 1.18% | 21 |
|
|
2022
Q3 | $1.83M | Buy |
41,645
+605
| +1% | +$26.5K | 1.12% | 23 |
|
|
2022
Q2 | $1.86M | Buy |
41,040
+2,365
| +6% | +$107K | 1.12% | 22 |
|
|
2022
Q1 | $2.08M | Buy |
38,675
+870
| +2% | +$46.7K | 1.14% | 21 |
|
|
2021
Q4 | $2.14M | Buy |
37,805
+365
| +1% | +$20.7K | 1.16% | 21 |
|
|
2021
Q3 | $1.97M | Buy |
37,440
+65
| +0.2% | +$3.42K | 1.16% | 23 |
|
|
2021
Q2 | $2.01M | Sell |
37,375
-1,085
| -3% | -$58.3K | 1.19% | 24 |
|
|
2021
Q1 | $2M | Sell |
38,460
-1,220
| -3% | -$63.5K | 1.25% | 23 |
|
|
2020
Q4 | $1.82M | Buy |
39,680
+1,645
| +4% | +$75.6K | 1.22% | 24 |
|
|
2020
Q3 | $1.41M | Sell |
38,035
-1,225
| -3% | -$45.4K | 1.08% | 31 |
|
|
2020
Q2 | $1.4M | Buy |
39,260
+2,755
| +8% | +$98K | 1.2% | 25 |
|
|
2020
Q1 | $1.05M | Sell |
36,505
-8,590
| -19% | -$247K | 1.07% | 32 |
|
|
2019
Q4 | $1.86M | Buy |
45,095
+75
| +0.2% | +$3.09K | 1.39% | 20 |
|
|
2019
Q3 | $1.74M | Buy |
45,020
+645
| +1% | +$24.9K | 1.44% | 22 |
|
|
2019
Q2 | $1.72M | Buy |
44,375
+805
| +2% | +$31.3K | 1.46% | 22 |
|
|
2019
Q1 | $1.65M | Sell |
43,570
-550
| -1% | -$20.8K | 1.45% | 22 |
|
|
2018
Q4 | $1.47M | Buy |
44,120
+3,905
| +10% | +$130K | 1.51% | 21 |
|
|
2018
Q3 | $1.62M | Buy |
40,215
+460
| +1% | +$18.5K | 1.43% | 14 |
|
|
2018
Q2 | $1.55M | Sell |
39,755
-175
| -0.4% | -$6.82K | 1.51% | 11 |
|
|
2018
Q1 | $1.5M | Sell |
39,930
-5,735
| -13% | -$215K | 1.57% | 12 |
|
|
2017
Q4 | $1.73M | Buy |
+45,665
| New | +$1.73M | 1.81% | 10 |
|