Anchor Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Anchor Investment Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$954K	Sell	15,382 -58	-0.4%	-$3.6K	0.08%	193
2025 Q1	$901K	Hold	15,440	–	–	0.08%	196
2024 Q4	$962K	Hold	15,440	–	–	0.09%	187
2024 Q3	$962K	Hold	15,440	–	–	0.09%	188
2024 Q2	$904K	Sell	15,440 -2,545	-14%	-$149K	0.09%	185
2024 Q1	$1.09M	Sell	17,985 -20	-0.1%	-$1.22K	0.11%	168
2023 Q4	$998K	Buy	18,005 +1,100	+7%	+$61K	0.11%	170
2023 Q3	$843K	Sell	16,905 -140	-0.8%	-$6.98K	0.11%	175
2023 Q2	$891K	Sell	17,045 -885	-5%	-$46.3K	0.11%	172
2023 Q1	$897K	Sell	17,930 -100	-0.6%	-$5K	0.12%	171
2022 Q4	$872K	Hold	18,030	–	–	0.13%	168
2022 Q3	$791K	Sell	18,030 -3,460	-16%	-$152K	0.12%	166
2022 Q2	$972K	Buy	21,490 +45	+0.2%	+$2.04K	0.14%	153
2022 Q1	$1.15M	Hold	21,445	–	–	0.15%	154
2021 Q4	$1.21M	Buy	21,445 +7,210	+51%	+$408K	0.15%	149
2021 Q3	$749K	Hold	14,235	–	–	0.1%	187
2021 Q2	$765K	Hold	14,235	–	–	0.11%	189
2021 Q1	$741K	Hold	14,235	–	–	0.11%	181
2020 Q4	$654K	Hold	14,235	–	–	0.12%	160
2020 Q3	$528K	Hold	14,235	–	–	0.11%	166
2020 Q2	$506K	Hold	14,235	–	–	0.11%	162
2020 Q1	$410K	Buy	14,235 +11,250	+377%	+$324K	0.11%	168
2019 Q4	$123K	Buy	2,985 +65	+2%	+$2.68K	0.03%	343
2019 Q3	$113K	Hold	2,920	–	–	0.03%	353
2019 Q2	$113K	Hold	2,920	–	–	0.03%	345
2019 Q1	$111K	Hold	2,920	–	–	0.03%	351
2018 Q4	$97K	Hold	2,920	–	–	0.03%	349
2018 Q3	$118K	Hold	2,920	–	–	0.03%	353
2018 Q2	$114K	Hold	2,920	–	–	0.03%	368
2018 Q1	$110K	Hold	2,920	–	–	0.03%	371
2017 Q4	$111K	Buy	2,920 +175	+6%	+$6.64K	0.03%	359
2017 Q3	$98.2K	Buy	2,745 +2,245	+449%	+$80.3K	0.03%	358
2017 Q2	$17.4K	Hold	500	–	–	0.01%	507
2017 Q1	$17.1K	Hold	500	–	–	0.01%	506
2016 Q4	$16.5K	Hold	500	–	–	0.01%	490
2016 Q3	$15.5K	Hold	500	–	–	0.01%	476
2016 Q2	$14.9K	Sell	500 -75	-13%	-$2.24K	0.01%	472
2016 Q1	$16.6K	Buy	+575	New	+$16.6K	0.01%	444