Zuckerman Investment Group’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 | $294K | Hold |
4,735
| – | – | 0.03% | 127 |
|
|
2025
Q1 | $276K | Hold |
4,735
| – | – | 0.03% | 134 |
|
|
2024
Q4 | $303K | Hold |
4,735
| – | – | 0.03% | 126 |
|
|
2024
Q3 | $295K | Sell |
4,735
-145
| -3% | -$9.04K | 0.03% | 119 |
|
|
2024
Q2 | $286K | Buy |
4,880
+145
| +3% | +$8.49K | 0.03% | 117 |
|
|
2024
Q1 | $288K | Hold |
4,735
| – | – | 0.03% | 117 |
|
|
2023
Q4 | $262K | Hold |
4,735
| – | – | 0.03% | 110 |
|
|
2023
Q3 | $236K | Hold |
4,735
| – | – | 0.03% | 114 |
|
|
2023
Q2 | $248K | Hold |
4,735
| – | – | 0.04% | 109 |
|
|
2023
Q1 | $237K | Hold |
4,735
| – | – | 0.04% | 104 |
|
|
2022
Q4 | $229K | Hold |
4,735
| – | – | 0.04% | 114 |
|
|
2022
Q3 | $208K | Hold |
4,735
| – | – | 0.04% | 108 |
|
|
2022
Q2 | $214K | Hold |
4,735
| – | – | 0.04% | 98 |
|
|
2022
Q1 | $254K | Hold |
4,735
| – | – | 0.04% | 95 |
|
|
2021
Q4 | $268K | Buy |
4,735
+660
| +16% | +$37.4K | 0.04% | 99 |
|
|
2021
Q3 | $214K | Hold |
4,075
| – | – | 0.04% | 105 |
|
|
2021
Q2 | $219K | Hold |
4,075
| – | – | 0.03% | 108 |
|
|
2021
Q1 | $212K | Buy |
+4,075
| New | +$212K | 0.03% | 102 |
|