AFA
American Financial Advisors’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 | $14.2M | Buy |
229,291
+13,848
| +6% | +$859K | 1.99% | 17 |
|
|
2025
Q1 | $12.6M | Sell |
215,443
-3,469
| -2% | -$202K | 1.82% | 18 |
|
|
2024
Q4 | $13.6M | Sell |
218,912
-5,534
| -2% | -$345K | 1.92% | 18 |
|
|
2024
Q3 | $14M | Sell |
224,446
-7,368
| -3% | -$459K | 1.91% | 19 |
|
|
2024
Q2 | $13.6M | Sell |
231,814
-9,261
| -4% | -$542K | 1.93% | 19 |
|
|
2024
Q1 | $14.6M | Buy |
241,075
+191,846
| +390% | +$11.7M | 2.06% | 17 |
|
|
2023
Q4 | $13.6M | Sell |
49,229
-181
| -0.4% | -$50.2K | 2.02% | 17 |
|
|
2023
Q3 | $12.3M | Sell |
49,410
-2,022
| -4% | -$504K | 1.94% | 18 |
|
|
2023
Q2 | $13.4M | Sell |
51,432
-44,702
| -46% | -$11.7M | 2.1% | 17 |
|
|
2023
Q1 | $24M | Sell |
96,134
-832
| -0.9% | -$208K | 3.92% | 11 |
|
|
2022
Q4 | $23.5M | Sell |
96,966
-805
| -0.8% | -$195K | 3.98% | 11 |
|
|
2022
Q3 | $21.4M | Sell |
97,771
-1,829
| -2% | -$401K | 3.7% | 12 |
|
|
2022
Q2 | $22.5M | Sell |
99,600
-3,322
| -3% | -$752K | 5.98% | 7 |
|
|
2022
Q1 | $27.6M | Sell |
102,922
-1,571
| -2% | -$422K | 3.84% | 11 |
|
|
2021
Q4 | $29.6M | Sell |
104,493
-42
| -0% | -$11.9K | 3.76% | 9 |
|
|
2021
Q3 | $27.5M | Sell |
104,535
-2,556
| -2% | -$672K | 3.67% | 9 |
|
|
2021
Q2 | $28.8M | Buy |
107,091
+1,315
| +1% | +$353K | 3.96% | 7 |
|
|
2021
Q1 | $27.5M | Sell |
105,776
-6,264
| -6% | -$1.63M | 4.09% | 7 |
|
|
2020
Q4 | $25.8M | Buy |
112,040
+199
| +0.2% | +$45.7K | 3.67% | 5 |
|
|
2020
Q3 | $20.7M | Sell |
111,841
-3,942
| -3% | -$730K | 3.37% | 7 |
|
|
2020
Q2 | $21.4M | Buy |
115,783
+1,237
| +1% | +$228K | 3.42% | 8 |
|
|
2020
Q1 | $18.4M | Buy |
114,546
+20,334
| +22% | +$3.27M | 3.31% | 11 |
|
|
2019
Q4 | $18.1M | Buy |
94,212
+3,532
| +4% | +$678K | 3.17% | 13 |
|
|
2019
Q3 | $17.5M | Buy |
90,680
+1,800
| +2% | +$348K | 3.31% | 12 |
|
|
2019
Q2 | $17.3M | Buy |
88,880
+188
| +0.2% | +$36.5K | 3.37% | 11 |
|
|
2019
Q1 | $16.8M | Buy |
88,692
+27,557
| +45% | +$5.22M | 3.43% | 11 |
|
|
2018
Q4 | $10.2M | Buy |
+61,135
| New | +$10.2M | 2.23% | 18 |
|