Certified Advisory Corp’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
163,783
-4,132
| -2% | -$256K | 1.06% | 28 |
|
|
2025
Q1 | $9.8M | Sell |
167,915
-2,947
| -2% | -$172K | 1.11% | 25 |
|
|
2024
Q4 | $10.6M | Buy |
170,862
+4,214
| +3% | +$263K | 1.16% | 21 |
|
|
2024
Q3 | $10.4M | Buy |
166,648
+1,584
| +1% | +$98.7K | 1.15% | 21 |
|
|
2024
Q2 | $9.66M | Buy |
165,064
+2,984
| +2% | +$175K | 1.21% | 20 |
|
|
2024
Q1 | $9.84M | Buy |
162,080
+5,830
| +4% | +$354K | 1.37% | 13 |
|
|
2023
Q4 | $8.66M | Buy |
+156,250
| New | +$8.66M | 1.31% | 16 |
|
|
2023
Q2 | – | Sell |
-153,600
| Closed | -$7.68M | – | 273 |
|
|
2023
Q1 | $7.68M | Buy |
153,600
+75
| +0% | +$3.75K | 1.37% | 17 |
|
|
2022
Q4 | $7.43M | Sell |
153,525
-4,640
| -3% | -$224K | 1.47% | 15 |
|
|
2022
Q3 | $6.94M | Buy |
158,165
+16,390
| +12% | +$719K | 1.58% | 12 |
|
|
2022
Q2 | $6.42M | Sell |
141,775
-3,760
| -3% | -$170K | 1.43% | 16 |
|
|
2022
Q1 | $7.81M | Buy |
145,535
+530
| +0.4% | +$28.4K | 1.66% | 12 |
|
|
2021
Q4 | $8.21M | Buy |
145,005
+2,675
| +2% | +$151K | 1.81% | 9 |
|
|
2021
Q3 | $7.49M | Sell |
142,330
-22,870
| -14% | -$1.2M | 1.82% | 11 |
|
|
2021
Q2 | $8.88M | Sell |
165,200
-1,125
| -0.7% | -$60.5K | 2.23% | 8 |
|
|
2021
Q1 | $8.66M | Buy |
+166,325
| New | +$8.66M | 2.24% | 8 |
|
|
2020
Q2 | $6.31M | Sell |
177,395
-29,045
| -14% | -$1.03M | 2.09% | 8 |
|
|
2020
Q1 | $5.94M | Sell |
206,440
-18,670
| -8% | -$537K | 2.35% | 11 |
|
|
2019
Q4 | $9.27M | Sell |
225,110
-5,025
| -2% | -$207K | 2.96% | 7 |
|
|
2019
Q3 | $8.89M | Buy |
230,135
+5,020
| +2% | +$194K | 3.09% | 6 |
|
|
2019
Q2 | $8.75M | Buy |
225,115
+25,575
| +13% | +$994K | 3.25% | 4 |
|
|
2019
Q1 | $7.56M | Buy |
199,540
+19,755
| +11% | +$748K | 3.18% | 6 |
|
|
2018
Q4 | $5.97M | Buy |
179,785
+19,000
| +12% | +$631K | 3.1% | 6 |
|
|
2018
Q3 | $6.47M | Buy |
160,785
+7,505
| +5% | +$302K | 2.99% | 5 |
|
|
2018
Q2 | $5.97M | Buy |
153,280
+7,895
| +5% | +$308K | 3.32% | 3 |
|
|
2018
Q1 | $5.45M | Buy |
145,385
+72,360
| +99% | +$2.71M | 3.23% | 4 |
|
|
2017
Q4 | $2.77M | Buy |
+73,025
| New | +$2.77M | 1.99% | 10 |
|