Acorn Financial Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $425K | Sell |
6,287
-777
| -11% | -$53.9K | 0.06% | 136 |
|
|
2025
Q4 | $466K | Sell |
7,064
-2
| -0% | -$131 | 0.07% | 124 |
|
|
2025
Q3 | $461K | Buy |
7,066
+591
| +9% | +$38K | 0.07% | 125 |
|
|
2025
Q2 | $402K | Buy |
6,475
+529
| +9% | +$31.1K | 0.07% | 126 |
|
|
2025
Q1 | $347K | Sell |
5,946
-2,303
| -28% | -$143K | 0.06% | 129 |
|
|
2024
Q4 | $514K | Buy |
8,249
+1,000
| +14% | +$64.1K | 0.08% | 115 |
|
|
2024
Q3 | $452K | Sell |
7,249
-159
| -2% | -$9.59K | 0.08% | 120 |
|
|
2024
Q2 | $434K | Sell |
7,408
-960
| -11% | -$56.4K | 0.08% | 115 |
|
|
2024
Q1 | $508K | Sell |
8,368
-427
| -5% | -$24.2K | 0.1% | 106 |
|
|
2023
Q4 | $483K | Sell |
8,795
-355
| -4% | -$18K | 0.08% | 144 |
|
|
2023
Q3 | $454K | Buy |
9,150
+385
| +4% | +$20.2K | 0.08% | 144 |
|
|
2023
Q2 | $458K | Buy |
8,765
+185
| +2% | +$9.19K | 0.08% | 145 |
|
|
2023
Q1 | $429K | Buy |
8,580
+105
| +1% | +$5.35K | 0.08% | 140 |
|
|
2022
Q4 | $410K | Buy |
8,475
+1,350
| +19% | +$65.2K | 0.09% | 134 |
|
|
2022
Q3 | $312K | Buy |
7,125
+5
| +0.1% | +$242 | 0.07% | 168 |
|
|
2022
Q2 | $322K | Sell |
7,120
-545
| -7% | -$26.9K | 0.08% | 162 |
|
|
2022
Q1 | $411K | Hold |
7,665
| – | – | 0.08% | 152 |
|
|
2021
Q4 | $435K | Sell |
7,665
-35
| -0.5% | -$1.95K | 0.09% | 151 |
|
|
2021
Q3 | $405K | Sell |
7,700
-435
| -5% | -$23.4K | 0.13% | 149 |
|
|
2021
Q2 | $437K | Sell |
8,135
-65
| -0.8% | -$3.51K | 0.13% | 156 |
|
|
2021
Q1 | $429K | Sell |
8,200
-65
| -0.8% | -$3.25K | 0.16% | 137 |
|
|
2020
Q4 | $379K | Sell |
8,265
-70
| -0.8% | -$2.95K | 0.15% | 151 |
|
|
2020
Q3 | $309K | Buy |
8,335
+5
| +0.1% | +$187 | 0.16% | 155 |
|
|
2020
Q2 | $296K | Sell |
8,330
-2,085
| -20% | -$69.2K | 0.21% | 145 |
|
|
2020
Q1 | $299K | Sell |
10,415
-925
| -8% | -$34.4K | 0.3% | 115 |
|
|
2019
Q4 | $467K | Buy |
+11,340
| New | +$449K | 0.39% | 88 |
|
Other funds holding IJH
