BA
Ballew 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 | $2.75M | Buy |
43,053
+2,012
| +5% | +$128K | 1.63% | 12 |
|
|
2025
Q1 | $2.23M | Buy |
41,041
+1,462
| +4% | +$79.5K | 1.5% | 15 |
|
|
2024
Q4 | $2.47M | Buy |
39,579
+1,427
| +4% | +$89K | 1.58% | 13 |
|
|
2024
Q3 | $2.38M | Buy |
38,152
+1,664
| +5% | +$104K | 1.6% | 13 |
|
|
2024
Q2 | $2.22M | Buy |
36,488
+970
| +3% | +$59K | 1.47% | 13 |
|
|
2024
Q1 | $2.09M | Buy |
35,518
+28,063
| +376% | +$1.65M | 1.44% | 14 |
|
|
2023
Q4 | $2.01M | Buy |
7,455
+297
| +4% | +$80.3K | 1.51% | 13 |
|
|
2023
Q3 | $1.74M | Sell |
7,158
-151
| -2% | -$36.7K | 1.43% | 15 |
|
|
2023
Q2 | $1.94M | Hold |
7,309
| – | – | 1.4% | 15 |
|
|
2023
Q1 | $1.88M | Buy |
7,309
+300
| +4% | +$77K | 1.37% | 15 |
|
|
2022
Q4 | $1.79M | Sell |
7,009
-379
| -5% | -$97K | 1.37% | 17 |
|
|
2022
Q3 | $1.66M | Buy |
7,388
+154
| +2% | +$34.7K | 1.49% | 16 |
|
|
2022
Q2 | $1.63M | Buy |
7,234
+177
| +3% | +$39.9K | 1.49% | 15 |
|
|
2022
Q1 | $1.86M | Buy |
7,057
+1,227
| +21% | +$323K | 1.42% | 15 |
|
|
2021
Q4 | $1.62M | Buy |
5,830
+754
| +15% | +$209K | 1.13% | 21 |
|
|
2021
Q3 | $1.36M | Buy |
5,076
+18
| +0.4% | +$4.83K | 1% | 24 |
|
|
2021
Q2 | $1.35M | Sell |
5,058
-5,118
| -50% | -$1.36M | 0.94% | 25 |
|
|
2021
Q1 | $2.69M | Buy |
10,176
+4,873
| +92% | +$1.29M | 0.99% | 24 |
|
|
2020
Q4 | $1.28M | Sell |
5,303
-44
| -0.8% | -$10.6K | 0.99% | 25 |
|
|
2020
Q3 | $1.04M | Buy |
5,347
+25
| +0.5% | +$4.85K | 0.88% | 29 |
|
|
2020
Q2 | $936K | Buy |
5,322
+417
| +9% | +$73.3K | 0.92% | 24 |
|
|
2020
Q1 | $706K | Buy |
4,905
+289
| +6% | +$41.6K | 0.8% | 29 |
|
|
2019
Q4 | $948K | Buy |
4,616
+87
| +2% | +$17.9K | 0.81% | 26 |
|
|
2019
Q3 | $841K | Buy |
4,529
+1,282
| +39% | +$238K | 0.77% | 30 |
|
|
2019
Q2 | $632K | Buy |
3,247
+364
| +13% | +$70.8K | 0.57% | 41 |
|
|
2019
Q1 | $570K | Buy |
2,883
+1,226
| +74% | +$242K | 0.52% | 43 |
|
|
2018
Q4 | $307K | Buy |
1,657
+1,000
| +152% | +$185K | 0.29% | 68 |
|
|
2018
Q3 | $118K | Buy |
657
+66
| +11% | +$11.9K | 0.11% | 109 |
|
|
2018
Q2 | $115K | Buy |
591
+218
| +58% | +$42.4K | 0.13% | 107 |
|
|
2018
Q1 | $70K | Buy |
+373
| New | +$70K | 0.06% | 132 |
|