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

Avondale Wealth Management’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.1M	Buy	313,179 +16,188	+5%	+$1.19M	9.85%	3
2026 Q1	$20.1M	Buy	296,991 +13,523	+5%	+$938K	9.86%	2
2025 Q4	$18.7M	Buy	283,468 +7,739	+3%	+$507K	9.62%	3
2025 Q3	$18M	Sell	275,729 -4,777	-2%	-$307K	9.59%	3
2025 Q2	$17.4M	Buy	280,506 +9,635	+4%	+$566K	9.72%	3
2025 Q1	$15.8M	Buy	270,871 +15,914	+6%	+$988K	9.95%	2
2024 Q4	$15.9M	Sell	254,957 -4,816	-2%	-$309K	10.18%	2
2024 Q3	$16.2M	Buy	259,773 +5,950	+2%	+$359K	10.52%	2
2024 Q2	$14.9M	Sell	253,823 -3,614	-1%	-$212K	10.15%	2
2024 Q1	$15.6M	Buy	257,437 +2,952	+1%	+$167K	10.96%	2
2023 Q4	$14.1M	Buy	254,485 +31,600	+14%	+$1.6M	11.36%	2
2023 Q3	$11.1M	Buy	222,885 +16,475	+8%	+$863K	9.75%	3
2023 Q2	$10.8M	Buy	206,410 +1,880	+0.9%	+$93.4K	9.07%	3
2023 Q1	$10.2M	Sell	204,530 -6,795	-3%	-$346K	8.83%	4
2022 Q4	$10.2M	Buy	211,325 +15,600	+8%	+$754K	8.87%	3
2022 Q3	$8.58M	Buy	195,725 +30,175	+18%	+$1.46M	9.36%	3
2022 Q2	$7.49M	Buy	165,550 +20,280	+14%	+$1M	8.69%	4
2022 Q1	$7.8M	Sell	145,270 -14,340	-9%	-$763K	9.16%	3
2021 Q4	$9.04M	Sell	159,610 -2,935	-2%	-$163K	9.15%	3
2021 Q3	$8.55M	Sell	162,545 -4,200	-3%	-$226K	8.35%	4
2021 Q2	$8.96M	Sell	166,745 -3,005	-2%	-$162K	8.38%	4
2021 Q1	$8.84M	Buy	169,750 +4,525	+3%	+$226K	8.7%	3
2020 Q4	$7.59M	Sell	165,225 -15,755	-9%	-$664K	8.8%	6
2020 Q3	$6.71M	Sell	180,980 -66,290	-27%	-$2.48M	10.15%	4
2020 Q2	$8.79M	Sell	247,270 -2,820	-1%	-$93.6K	12.49%	2
2020 Q1	$7.2M	Buy	250,090 +29,435	+13%	+$1.09M	11.36%	2
2019 Q4	$9.08M	Buy	220,655 +15,400	+8%	+$610K	13.32%	2
2019 Q3	$7.93M	Sell	205,255 -90,320	-31%	-$3.47M	13.09%	2
2019 Q2	$11.5M	Buy	295,575 +11,140	+4%	+$427K	8.45%	4
2019 Q1	$10.8M	Sell	284,435 -75	-0%	-$2.77K	8.28%	4
2018 Q4	$9.45M	Buy	284,510 +21,865	+8%	+$798K	7.85%	5
2018 Q3	$10.6M	Buy	262,645 +4,710	+2%	+$189K	10%	4
2018 Q2	$10M	Sell	257,935 -83,580	-24%	-$3.23M	8.33%	5
2018 Q1	$12.8M	Buy	341,515 +5,715	+2%	+$219K	10.51%	5
2017 Q4	$12.7M	Buy	+335,800	New	+$12.4M	11.16%	4