Zhang Financial’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 | $1.75M | Buy |
28,164
+2,148
| +8% | +$133K | 0.08% | 127 |
|
|
2025
Q1 | $1.52M | Buy |
26,016
+2,299
| +10% | +$134K | 0.08% | 127 |
|
|
2024
Q4 | $1.48M | Buy |
23,717
+1,379
| +6% | +$85.9K | 0.08% | 123 |
|
|
2024
Q3 | $1.39M | Buy |
22,338
+109
| +0.5% | +$6.79K | 0.09% | 121 |
|
|
2024
Q2 | $1.3M | Buy |
22,229
+2
| +0% | +$117 | 0.09% | 115 |
|
|
2024
Q1 | $1.35M | Sell |
22,227
-503
| -2% | -$30.6K | 0.1% | 113 |
|
|
2023
Q4 | $1.26M | Buy |
22,730
+465
| +2% | +$25.8K | 0.11% | 108 |
|
|
2023
Q3 | $1.11M | Sell |
22,265
-70
| -0.3% | -$3.49K | 0.11% | 104 |
|
|
2023
Q2 | $1.17M | Hold |
22,335
| – | – | 0.12% | 101 |
|
|
2023
Q1 | $1.12M | Sell |
22,335
-520
| -2% | -$26K | 0.13% | 99 |
|
|
2022
Q4 | $1.11M | Buy |
22,855
+480
| +2% | +$23.2K | 0.14% | 89 |
|
|
2022
Q3 | $981K | Buy |
22,375
+260
| +1% | +$11.4K | 0.15% | 83 |
|
|
2022
Q2 | $1M | Sell |
22,115
-400
| -2% | -$18.1K | 0.16% | 79 |
|
|
2022
Q1 | $1.21M | Buy |
22,515
+950
| +4% | +$51K | 0.2% | 68 |
|
|
2021
Q4 | $1.22M | Buy |
21,565
+2,260
| +12% | +$128K | 0.22% | 64 |
|
|
2021
Q3 | $1.02M | Buy |
19,305
+7,420
| +62% | +$391K | 0.24% | 54 |
|
|
2021
Q2 | $639K | Hold |
11,885
| – | – | 0.16% | 69 |
|
|
2021
Q1 | $619K | Hold |
11,885
| – | – | 0.17% | 64 |
|
|
2020
Q4 | $546K | Buy |
11,885
+180
| +2% | +$8.27K | 0.17% | 62 |
|
|
2020
Q3 | $434K | Buy |
11,705
+1,845
| +19% | +$68.4K | 0.16% | 62 |
|
|
2020
Q2 | $351K | Sell |
9,860
-2,095
| -18% | -$74.6K | 0.14% | 67 |
|
|
2020
Q1 | $344K | Hold |
11,955
| – | – | 0.15% | 65 |
|
|
2019
Q4 | $492K | Hold |
11,955
| – | – | 0.19% | 59 |
|
|
2019
Q3 | $462K | Sell |
11,955
-790
| -6% | -$30.5K | 0.2% | 57 |
|
|
2019
Q2 | $495K | Buy |
12,745
+2,520
| +25% | +$97.9K | 0.21% | 55 |
|
|
2019
Q1 | $387K | Hold |
10,225
| – | – | 0.17% | 60 |
|
|
2018
Q4 | $340K | Buy |
10,225
+3,250
| +47% | +$108K | 0.16% | 57 |
|
|
2018
Q3 | $279K | Hold |
6,975
| – | – | 0.13% | 62 |
|
|
2018
Q2 | $272K | Hold |
6,975
| – | – | 0.14% | 63 |
|
|
2018
Q1 | $256K | Hold |
6,975
| – | – | 0.13% | 66 |
|
|
2017
Q4 | $271K | Sell |
6,975
-3,250
| -32% | -$126K | 0.13% | 66 |
|
|
2017
Q3 | $370K | Hold |
10,225
| – | – | 0.19% | 51 |
|
|
2017
Q2 | $355K | Buy |
10,225
+3,250
| +47% | +$113K | 0.19% | 52 |
|
|
2017
Q1 | $271K | Sell |
6,975
-670
| -9% | -$26K | 0.13% | 63 |
|
|
2016
Q4 | $255K | Sell |
7,645
-3,305
| -30% | -$110K | 0.14% | 63 |
|
|
2016
Q3 | $339K | Buy |
10,950
+2,010
| +22% | +$62.2K | 0.19% | 56 |
|
|
2016
Q2 | $267K | Hold |
8,940
| – | – | 0.15% | 64 |
|
|
2016
Q1 | $258K | Hold |
8,940
| – | – | 0.15% | 64 |
|
|
2015
Q4 | $249K | Sell |
8,940
-3,115
| -26% | -$86.8K | 0.15% | 66 |
|
|
2015
Q3 | $329K | Buy |
+12,055
| New | +$329K | 0.21% | 51 |
|