AAMC
Asset Allocation & Management Company’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 | $897K | Hold |
14,467
| – | – | 0.42% | 33 |
|
|
2025
Q1 | $844K | Hold |
14,467
| – | – | 0.43% | 31 |
|
|
2024
Q4 | $901K | Hold |
14,467
| – | – | 0.49% | 30 |
|
|
2024
Q3 | $902K | Sell |
14,467
-5,948
| -29% | -$371K | 0.57% | 25 |
|
|
2024
Q2 | $1.2M | Sell |
20,415
-5,100
| -20% | -$299K | 0.79% | 23 |
|
|
2024
Q1 | $1.55M | Buy |
25,515
+20,472
| +406% | +$1.24M | 1.01% | 20 |
|
|
2023
Q4 | $1.4M | Hold |
5,043
| – | – | 0.94% | 22 |
|
|
2023
Q3 | $1.26M | Sell |
5,043
-2,075
| -29% | -$517K | 0.75% | 25 |
|
|
2023
Q2 | $1.86M | Hold |
7,118
| – | – | 0.74% | 22 |
|
|
2023
Q1 | $1.78M | Sell |
7,118
-46
| -0.6% | -$11.5K | 0.71% | 20 |
|
|
2022
Q4 | $1.73M | Hold |
7,164
| – | – | 0.67% | 21 |
|
|
2022
Q3 | $1.57M | Hold |
7,164
| – | – | 0.64% | 19 |
|
|
2022
Q2 | $1.62M | Hold |
7,164
| – | – | 0.68% | 17 |
|
|
2022
Q1 | $1.92M | Buy |
7,164
+515
| +8% | +$138K | 0.69% | 19 |
|
|
2021
Q4 | $1.88M | Buy |
6,649
+2,515
| +61% | +$712K | 0.64% | 19 |
|
|
2021
Q3 | $1.09M | Hold |
4,134
| – | – | 0.59% | 21 |
|
|
2021
Q2 | $1.11M | Hold |
4,134
| – | – | 0.51% | 25 |
|
|
2021
Q1 | $1.08M | Hold |
4,134
| – | – | 0.53% | 24 |
|
|
2020
Q4 | $950K | Sell |
4,134
-9,518
| -70% | -$2.19M | 0.61% | 21 |
|
|
2020
Q3 | $2.53M | Hold |
13,652
| – | – | 1.17% | 14 |
|
|
2020
Q2 | $2.43M | Hold |
13,652
| – | – | 1.18% | 14 |
|
|
2020
Q1 | $1.96M | Buy |
13,652
+375
| +3% | +$53.9K | 0.97% | 14 |
|
|
2019
Q4 | $2.73M | Buy |
+13,277
| New | +$2.73M | 1.02% | 13 |
|