Waterloo Capital’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 | $711K | Sell |
11,463
-188
| -2% | -$11.7K | 0.06% | 222 |
|
|
2025
Q1 | $680K | Buy |
11,651
+395
| +4% | +$23K | 0.06% | 210 |
|
|
2024
Q4 | $701K | Sell |
11,256
-8,473
| -43% | -$528K | 0.07% | 192 |
|
|
2024
Q3 | $1.23M | Buy |
19,729
+6,949
| +54% | +$433K | 0.13% | 150 |
|
|
2024
Q2 | $748K | Buy |
12,780
+2,464
| +24% | +$144K | 0.09% | 175 |
|
|
2024
Q1 | $627K | Sell |
10,316
-6,929
| -40% | -$421K | 0.08% | 195 |
|
|
2023
Q4 | $956K | Sell |
17,245
-30,300
| -64% | -$1.68M | 0.15% | 141 |
|
|
2023
Q3 | $2.37M | Buy |
47,545
+3,070
| +7% | +$153K | 0.7% | 37 |
|
|
2023
Q2 | $2.33M | Buy |
44,475
+36,910
| +488% | +$1.93M | 0.69% | 31 |
|
|
2023
Q1 | $379K | Buy |
+7,565
| New | +$379K | 0.12% | 108 |
|
|
2020
Q1 | $246K | Buy |
+8,550
| New | +$246K | 0.17% | 127 |
|