CFP
Catalyst Financial Partners’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 | $27.4M | Buy |
441,160
+14,507
| +3% | +$900K | 2.99% | 5 |
|
|
2025
Q1 | $24.9M | Buy |
426,653
+15,872
| +4% | +$926K | 4.58% | 4 |
|
|
2024
Q4 | $25.6M | Buy |
410,781
+13,708
| +3% | +$854K | 4.81% | 4 |
|
|
2024
Q3 | $24.7M | Buy |
397,073
+28,845
| +8% | +$1.8M | 4.84% | 4 |
|
|
2024
Q2 | $21.5M | Buy |
368,228
+29,411
| +9% | +$1.72M | 4.73% | 4 |
|
|
2024
Q1 | $19.1M | Buy |
338,817
+274,610
| +428% | +$15.5M | 4.93% | 3 |
|
|
2023
Q4 | $17.8M | Buy |
64,207
+5,518
| +9% | +$1.53M | 5.02% | 4 |
|
|
2023
Q3 | $14.6M | Buy |
58,689
+9,844
| +20% | +$2.45M | 4.72% | 3 |
|
|
2023
Q2 | $12.8M | Buy |
48,845
+8,238
| +20% | +$2.15M | 4.55% | 3 |
|
|
2023
Q1 | $10.2M | Buy |
40,607
+2,404
| +6% | +$601K | 4.35% | 4 |
|
|
2022
Q4 | $9.24M | Buy |
+38,203
| New | +$9.24M | 4.75% | 3 |
|