CFFP
Center for Financial Planning’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 | $3.12M | Buy |
50,368
+966
| +2% | +$59.9K | 0.36% | 21 |
|
|
2025
Q1 | $2.88M | Buy |
49,402
+8,740
| +21% | +$510K | 0.37% | 22 |
|
|
2024
Q4 | $2.53M | Buy |
40,662
+176
| +0.4% | +$11K | 0.34% | 24 |
|
|
2024
Q3 | $2.52M | Buy |
40,486
+333
| +0.8% | +$20.8K | 0.34% | 23 |
|
|
2024
Q2 | $2.35M | Buy |
40,153
+129
| +0.3% | +$7.55K | 0.34% | 23 |
|
|
2024
Q1 | $2.43M | Buy |
40,024
+32,045
| +402% | +$1.95M | 0.36% | 23 |
|
|
2023
Q4 | $2.21M | Buy |
7,979
+100
| +1% | +$27.7K | 0.41% | 21 |
|
|
2023
Q3 | $1.96M | Buy |
7,879
+368
| +5% | +$91.8K | 0.42% | 24 |
|
|
2023
Q2 | $1.96M | Sell |
7,511
-571
| -7% | -$149K | 0.41% | 23 |
|
|
2023
Q1 | $2.02M | Buy |
8,082
+635
| +9% | +$159K | 0.47% | 24 |
|
|
2022
Q4 | $1.8M | Buy |
7,447
+98
| +1% | +$23.7K | 0.44% | 26 |
|
|
2022
Q3 | $1.61M | Sell |
7,349
-1,082
| -13% | -$237K | 0.43% | 26 |
|
|
2022
Q2 | $1.91M | Buy |
8,431
+563
| +7% | +$127K | 0.48% | 23 |
|
|
2022
Q1 | $2.11M | Buy |
7,868
+875
| +13% | +$235K | 0.43% | 23 |
|
|
2021
Q4 | $1.98M | Buy |
6,993
+1,105
| +19% | +$313K | 0.41% | 22 |
|
|
2021
Q3 | $1.55M | Buy |
5,888
+341
| +6% | +$89.7K | 0.38% | 27 |
|
|
2021
Q2 | $1.49M | Buy |
5,547
+30
| +0.5% | +$8.06K | 0.37% | 33 |
|
|
2021
Q1 | $1.44M | Sell |
5,517
-109
| -2% | -$28.4K | 0.37% | 30 |
|
|
2020
Q4 | $1.29M | Sell |
5,626
-550
| -9% | -$126K | 0.37% | 29 |
|
|
2020
Q3 | $1.14M | Buy |
6,176
+206
| +3% | +$38.2K | 0.37% | 31 |
|
|
2020
Q2 | $1.06M | Buy |
5,970
+2,195
| +58% | +$390K | 0.37% | 34 |
|
|
2020
Q1 | $543K | Buy |
3,775
+79
| +2% | +$11.4K | 0.18% | 58 |
|
|
2019
Q4 | $761K | Buy |
+3,696
| New | +$761K | 0.19% | 49 |
|