AAS
Avantax 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 | $39.7M | Sell |
640,753
-1,680
| -0.3% | -$104K | 0.22% | 71 |
|
|
2025
Q1 | $37.5M | Buy |
642,433
+21,346
| +3% | +$1.25M | 0.23% | 66 |
|
|
2024
Q4 | $38.7M | Buy |
621,087
+33,703
| +6% | +$2.1M | 0.24% | 62 |
|
|
2024
Q3 | $36.6M | Buy |
587,384
+29,872
| +5% | +$1.86M | 0.24% | 60 |
|
|
2024
Q2 | $32.6M | Buy |
557,512
+30,101
| +6% | +$1.76M | 0.23% | 61 |
|
|
2024
Q1 | $32M | Buy |
527,411
+419,152
| +387% | +$25.5M | 0.28% | 47 |
|
|
2023
Q4 | $30M | Sell |
108,259
-7,273
| -6% | -$2.02M | 0.3% | 39 |
|
|
2023
Q3 | $28.8M | Buy |
115,532
+6,443
| +6% | +$1.61M | 0.32% | 34 |
|
|
2023
Q2 | $28.5M | Buy |
109,089
+2,606
| +2% | +$681K | 0.33% | 34 |
|
|
2023
Q1 | $26.6M | Buy |
106,483
+5,842
| +6% | +$1.46M | 0.33% | 34 |
|
|
2022
Q4 | $24.3M | Buy |
100,641
+12,484
| +14% | +$3.02M | 0.32% | 41 |
|
|
2022
Q3 | $19.3M | Buy |
88,157
+1,714
| +2% | +$376K | 0.3% | 43 |
|
|
2022
Q2 | $19.6M | Buy |
86,443
+13,987
| +19% | +$3.16M | 0.29% | 51 |
|
|
2022
Q1 | $19.5M | Buy |
72,456
+16,212
| +29% | +$4.36M | 0.27% | 58 |
|
|
2021
Q4 | $15.9M | Buy |
56,244
+2,390
| +4% | +$677K | 0.24% | 65 |
|
|
2021
Q3 | $14.2M | Buy |
53,854
+6,189
| +13% | +$1.63M | 0.24% | 64 |
|
|
2021
Q2 | $12.8M | Buy |
47,665
+2,171
| +5% | +$584K | 0.23% | 70 |
|
|
2021
Q1 | $11.9M | Buy |
45,494
+7,543
| +20% | +$1.97M | 0.26% | 66 |
|
|
2020
Q4 | $8.72M | Sell |
37,951
-64,037
| -63% | -$14.7M | 0.21% | 83 |
|
|
2020
Q3 | $18.9M | Buy |
101,988
+52,679
| +107% | +$9.76M | 0.3% | 56 |
|
|
2020
Q2 | $8.77M | Sell |
49,309
-811
| -2% | -$144K | 0.25% | 68 |
|
|
2020
Q1 | $7.21M | Sell |
50,120
-17,254
| -26% | -$2.48M | 0.22% | 76 |
|
|
2019
Q4 | $13.9M | Buy |
67,374
+41,552
| +161% | +$8.56M | 0.32% | 48 |
|
|
2019
Q3 | $4.99M | Buy |
25,822
+3,720
| +17% | +$719K | 0.2% | 61 |
|
|
2019
Q2 | $4.29M | Buy |
22,102
+6,028
| +38% | +$1.17M | 0.19% | 65 |
|
|
2019
Q1 | $3.04M | Buy |
16,074
+2,272
| +16% | +$430K | 0.16% | 76 |
|
|
2018
Q4 | $2.29M | Buy |
+13,802
| New | +$2.29M | 0.39% | 67 |
|