AA
Ancora 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 | $13.2M | Sell |
213,539
-2,646
| -1% | -$164K | 0.27% | 77 |
|
|
2025
Q1 | $12.6M | Sell |
216,185
-3,555
| -2% | -$207K | 0.28% | 74 |
|
|
2024
Q4 | $13.7M | Buy |
219,740
+33
| +0% | +$2.06K | 0.31% | 66 |
|
|
2024
Q3 | $13.7M | Sell |
219,707
-2,036
| -0.9% | -$127K | 0.31% | 65 |
|
|
2024
Q2 | $13M | Sell |
221,743
-70
| -0% | -$4.1K | 0.32% | 63 |
|
|
2024
Q1 | $13.5M | Buy |
221,813
+178,408
| +411% | +$10.8M | 0.31% | 66 |
|
|
2023
Q4 | $12M | Sell |
43,405
-1,693
| -4% | -$469K | 0.28% | 64 |
|
|
2023
Q3 | $11.2M | Sell |
45,098
-1,947
| -4% | -$485K | 0.3% | 66 |
|
|
2023
Q2 | $12.3M | Buy |
47,045
+3,356
| +8% | +$878K | 0.32% | 63 |
|
|
2023
Q1 | $10.9M | Buy |
43,689
+120
| +0.3% | +$30K | 0.31% | 61 |
|
|
2022
Q4 | $10.5M | Buy |
43,569
+376
| +0.9% | +$91K | 0.3% | 61 |
|
|
2022
Q3 | $9.47M | Sell |
43,193
-856
| -2% | -$188K | 0.29% | 65 |
|
|
2022
Q2 | $9.97M | Buy |
44,049
+437
| +1% | +$98.9K | 0.28% | 74 |
|
|
2022
Q1 | $11.7M | Sell |
43,612
-3,293
| -7% | -$884K | 0.28% | 75 |
|
|
2021
Q4 | $13.3M | Buy |
46,905
+3,444
| +8% | +$975K | 0.31% | 73 |
|
|
2021
Q3 | $11.4M | Buy |
43,461
+3,581
| +9% | +$942K | 0.3% | 78 |
|
|
2021
Q2 | $10.7M | Buy |
39,880
+95
| +0.2% | +$25.5K | 0.28% | 86 |
|
|
2021
Q1 | $10.4M | Buy |
39,785
+2,644
| +7% | +$688K | 0.29% | 86 |
|
|
2020
Q4 | $8.54M | Sell |
37,141
-254
| -0.7% | -$58.4K | 0.28% | 92 |
|
|
2020
Q3 | $6.93M | Buy |
37,395
+1,380
| +4% | +$256K | 0.28% | 87 |
|
|
2020
Q2 | $6.4M | Buy |
36,015
+285
| +0.8% | +$50.7K | 0.27% | 92 |
|
|
2020
Q1 | $5.14M | Sell |
35,730
-1,889
| -5% | -$272K | 0.24% | 107 |
|
|
2019
Q4 | $7.74M | Sell |
37,619
-20
| -0.1% | -$4.12K | 0.29% | 101 |
|
|
2019
Q3 | $7.27M | Sell |
37,639
-681
| -2% | -$132K | 0.32% | 100 |
|
|
2019
Q2 | $7.44M | Buy |
38,320
+2,773
| +8% | +$539K | 0.33% | 99 |
|
|
2019
Q1 | $6.73M | Buy |
35,547
+371
| +1% | +$70.3K | 0.31% | 113 |
|
|
2018
Q4 | $5.84M | Buy |
35,176
+2,578
| +8% | +$428K | 0.28% | 119 |
|
|
2018
Q3 | $6.56M | Sell |
32,598
-41
| -0.1% | -$8.25K | 0.25% | 133 |
|
|
2018
Q2 | $6.36M | Buy |
32,639
+526
| +2% | +$102K | 0.28% | 126 |
|
|
2018
Q1 | $6.02M | Buy |
32,113
+3,837
| +14% | +$720K | 0.27% | 119 |
|
|
2017
Q4 | $5.37M | Buy |
28,276
+483
| +2% | +$91.7K | 0.29% | 111 |
|
|
2017
Q3 | $4.97M | Buy |
27,793
+2,113
| +8% | +$378K | 0.29% | 109 |
|
|
2017
Q2 | $4.47M | Buy |
25,680
+10,560
| +70% | +$1.84M | 0.29% | 108 |
|
|
2017
Q1 | $2.59M | Buy |
15,120
+5,844
| +63% | +$1M | 0.18% | 166 |
|
|
2016
Q4 | $1.53M | Buy |
9,276
+6,347
| +217% | +$1.05M | 0.11% | 221 |
|
|
2016
Q3 | $453K | Buy |
2,929
+140
| +5% | +$21.7K | 0.05% | 347 |
|
|
2016
Q2 | $417K | Sell |
2,789
-682
| -20% | -$102K | 0.05% | 343 |
|
|
2016
Q1 | $500K | Sell |
3,471
-605
| -15% | -$87.2K | 0.06% | 312 |
|
|
2015
Q4 | $568K | Buy |
4,076
+694
| +21% | +$96.7K | 0.07% | 283 |
|
|
2015
Q3 | $462K | Buy |
3,382
+621
| +22% | +$84.8K | 0.06% | 310 |
|
|
2015
Q2 | $414K | Buy |
+2,761
| New | +$414K | 0.05% | 353 |
|
|
2015
Q1 | – | Sell |
-3,170
| Closed | -$459K | – | 343 |
|
|
2014
Q4 | $459K | Buy |
3,170
+708
| +29% | +$103K | 0.06% | 329 |
|
|
2014
Q3 | $337K | Hold |
2,462
| – | – | 0.04% | 351 |
|
|
2014
Q2 | $352K | Sell |
2,462
-50
| -2% | -$7.15K | 0.05% | 363 |
|
|
2014
Q1 | $345K | Hold |
2,512
| – | – | 0.05% | 335 |
|
|
2013
Q4 | $336K | Sell |
2,512
-385
| -13% | -$51.5K | 0.05% | 309 |
|
|
2013
Q3 | $360K | Sell |
2,897
-53,428
| -95% | -$6.64M | 0.06% | 289 |
|
|
2013
Q2 | $6.51M | Buy |
+56,325
| New | +$6.51M | 1.12% | 16 |
|