Whitcomb & Hess’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 | $18.5M | Buy |
298,923
+4,890
| +2% | +$303K | 5.23% | 5 |
|
|
2025
Q1 | $17.2M | Buy |
294,033
+3,256
| +1% | +$190K | 5.19% | 5 |
|
|
2024
Q4 | $18.1M | Sell |
290,777
-3,278
| -1% | -$204K | 5.59% | 5 |
|
|
2024
Q3 | $18.3M | Sell |
294,055
-4,333
| -1% | -$270K | 5.45% | 5 |
|
|
2024
Q2 | $17.5M | Buy |
298,388
+7,698
| +3% | +$450K | 5.44% | 5 |
|
|
2024
Q1 | $17.7M | Buy |
290,690
+3,285
| +1% | +$200K | 5.67% | 5 |
|
|
2023
Q4 | $15.9M | Buy |
287,405
+3,255
| +1% | +$180K | 5.47% | 5 |
|
|
2023
Q3 | $14.2M | Buy |
284,150
+4,715
| +2% | +$235K | 5.3% | 6 |
|
|
2023
Q2 | $14.6M | Buy |
279,435
+1,835
| +0.7% | +$96K | 5.34% | 5 |
|
|
2023
Q1 | $13.9M | Buy |
277,600
+330
| +0.1% | +$16.5K | 5.26% | 6 |
|
|
2022
Q4 | $13.4M | Buy |
277,270
+5,780
| +2% | +$280K | 5.35% | 7 |
|
|
2022
Q3 | $11.9M | Buy |
271,490
+4,165
| +2% | +$183K | 5.36% | 8 |
|
|
2022
Q2 | $12.1M | Buy |
267,325
+7,850
| +3% | +$355K | 5.23% | 9 |
|
|
2022
Q1 | $13.9M | Buy |
259,475
+7,705
| +3% | +$414K | 5.5% | 7 |
|
|
2021
Q4 | $13.5M | Buy |
251,770
+18,105
| +8% | +$968K | 5.29% | 7 |
|
|
2021
Q3 | $12.3M | Buy |
233,665
+6,135
| +3% | +$323K | 5.21% | 8 |
|
|
2021
Q2 | $12.2M | Buy |
+227,530
| New | +$12.2M | 5.27% | 8 |
|