Westside 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 | $77.9K | Sell |
1,256
-71
| -5% | -$4.4K | 0.01% | 378 |
|
|
2025
Q1 | $77.5K | Sell |
1,327
-100
| -7% | -$5.84K | 0.02% | 342 |
|
|
2024
Q4 | $88.9K | Buy |
1,427
+1
| +0.1% | +$62 | 0.02% | 321 |
|
|
2024
Q3 | $88.9K | Hold |
1,426
| – | – | 0.02% | 327 |
|
|
2024
Q2 | $83.5K | Sell |
1,426
-225
| -14% | -$13.2K | 0.02% | 321 |
|
|
2024
Q1 | $100K | Buy |
1,651
+1
| +0.1% | +$61 | 0.02% | 297 |
|
|
2023
Q4 | $91.5K | Sell |
1,650
-400
| -20% | -$22.2K | 0.02% | 288 |
|
|
2023
Q3 | $102K | Hold |
2,050
| – | – | 0.03% | 270 |
|
|
2023
Q2 | $107K | Hold |
2,050
| – | – | 0.03% | 264 |
|
|
2023
Q1 | $103K | Sell |
2,050
-325
| -14% | -$16.3K | 0.03% | 267 |
|
|
2022
Q4 | $115 | Hold |
2,375
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $104 | Buy |
2,375
+380
| +19% | +$17 | ﹤0.01% | 354 |
|
|
2022
Q2 | $90 | Buy |
1,995
+900
| +82% | +$41 | ﹤0.01% | 357 |
|
|
2022
Q1 | $58 | Hold |
1,095
| – | – | ﹤0.01% | 403 |
|
|
2021
Q4 | $62 | Buy |
1,095
+400
| +58% | +$23 | ﹤0.01% | 386 |
|
|
2021
Q3 | $36 | Buy |
695
+105
| +18% | +$5 | ﹤0.01% | 421 |
|
|
2021
Q2 | $31 | Hold |
590
| – | – | ﹤0.01% | 421 |
|
|
2021
Q1 | $30 | Hold |
590
| – | – | ﹤0.01% | 414 |
|
|
2020
Q4 | $27 | Hold |
590
| – | – | ﹤0.01% | 396 |
|
|
2020
Q3 | $21 | Hold |
590
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $21 | Sell |
590
-270
| -31% | -$10 | ﹤0.01% | 398 |
|
|
2020
Q1 | $24 | Buy |
+860
| New | +$24 | ﹤0.01% | 380 |
|
|
2019
Q2 | $39 | Buy |
+1,015
| New | +$39 | ﹤0.01% | 346 |
|
|
2018
Q4 | $33.7K | Buy |
+1,010
| New | +$33.7K | 0.01% | 337 |
|
|
2018
Q3 | – | Sell |
-1,260
| Closed | -$49.1K | – | 767 |
|
|
2018
Q2 | $49.1K | Buy |
1,260
+10
| +0.8% | +$390 | 0.02% | 300 |
|
|
2018
Q1 | $46.1K | Hold |
1,250
| – | – | 0.03% | 291 |
|
|
2017
Q4 | $48.8K | Hold |
1,250
| – | – | 0.03% | 287 |
|
|
2017
Q3 | $45.4K | Hold |
1,250
| – | – | 0.03% | 279 |
|
|
2017
Q2 | $43.6K | Sell |
1,250
-5
| -0.4% | -$174 | 0.03% | 276 |
|
|
2017
Q1 | $42.3K | Buy |
+1,255
| New | +$42.3K | 0.02% | 275 |
|