AFAS
Acorn Financial Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Buy |
6,475
+529
| +9% | +$32.8K | 0.07% | 126 |
|
|
2025
Q1 | $347K | Sell |
5,946
-2,303
| -28% | -$134K | 0.06% | 129 |
|
|
2024
Q4 | $514K | Buy |
8,249
+1,000
| +14% | +$62.3K | 0.08% | 115 |
|
|
2024
Q3 | $452K | Sell |
7,249
-159
| -2% | -$9.91K | 0.08% | 120 |
|
|
2024
Q2 | $434K | Sell |
7,408
-960
| -11% | -$56.2K | 0.08% | 115 |
|
|
2024
Q1 | $508K | Buy |
8,368
+6,609
| +376% | +$401K | 0.1% | 106 |
|
|
2023
Q4 | $483K | Sell |
1,759
-71
| -4% | -$19.5K | 0.08% | 144 |
|
|
2023
Q3 | $454K | Buy |
1,830
+77
| +4% | +$19.1K | 0.08% | 144 |
|
|
2023
Q2 | $458K | Buy |
1,753
+37
| +2% | +$9.68K | 0.08% | 145 |
|
|
2023
Q1 | $429K | Buy |
1,716
+21
| +1% | +$5.25K | 0.08% | 140 |
|
|
2022
Q4 | $410K | Buy |
1,695
+270
| +19% | +$65.3K | 0.09% | 134 |
|
|
2022
Q3 | $312K | Buy |
1,425
+1
| +0.1% | +$219 | 0.07% | 168 |
|
|
2022
Q2 | $322K | Sell |
1,424
-109
| -7% | -$24.6K | 0.08% | 162 |
|
|
2022
Q1 | $411K | Hold |
1,533
| – | – | 0.08% | 152 |
|
|
2021
Q4 | $435K | Sell |
1,533
-7
| -0.5% | -$1.99K | 0.09% | 151 |
|
|
2021
Q3 | $405K | Sell |
1,540
-87
| -5% | -$22.9K | 0.13% | 149 |
|
|
2021
Q2 | $437K | Sell |
1,627
-13
| -0.8% | -$3.49K | 0.13% | 156 |
|
|
2021
Q1 | $429K | Sell |
1,640
-13
| -0.8% | -$3.4K | 0.16% | 137 |
|
|
2020
Q4 | $379K | Sell |
1,653
-14
| -0.8% | -$3.21K | 0.15% | 151 |
|
|
2020
Q3 | $309K | Buy |
1,667
+1
| +0.1% | +$185 | 0.16% | 155 |
|
|
2020
Q2 | $296K | Sell |
1,666
-417
| -20% | -$74.1K | 0.21% | 145 |
|
|
2020
Q1 | $299K | Sell |
2,083
-185
| -8% | -$26.6K | 0.3% | 115 |
|
|
2019
Q4 | $467K | Buy |
+2,268
| New | +$467K | 0.39% | 88 |
|