Colton Groome Financial Advisors’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 | $8.85M | Buy |
142,641
+3,657
| +3% | +$227K | 3% | 6 |
|
|
2025
Q1 | $7.91M | Sell |
138,984
-8,460
| -6% | -$481K | 3.07% | 7 |
|
|
2024
Q4 | $9.19M | Buy |
147,444
+7,955
| +6% | +$496K | 3.51% | 5 |
|
|
2024
Q3 | $8.69M | Sell |
139,489
-2,833
| -2% | -$177K | 3.25% | 5 |
|
|
2024
Q2 | $8.33M | Buy |
142,322
+8,853
| +7% | +$518K | 3.28% | 5 |
|
|
2024
Q1 | $8.11M | Buy |
133,469
+12,654
| +10% | +$769K | 3.26% | 5 |
|
|
2023
Q4 | $6.7M | Buy |
120,815
+990
| +0.8% | +$54.9K | 2.92% | 6 |
|
|
2023
Q3 | $5.98M | Buy |
119,825
+13,780
| +13% | +$687K | 2.99% | 5 |
|
|
2023
Q2 | $5.55M | Sell |
106,045
-15,990
| -13% | -$836K | 2.6% | 8 |
|
|
2023
Q1 | $6.11M | Sell |
122,035
-23,540
| -16% | -$1.18M | 2.91% | 8 |
|
|
2022
Q4 | $7.04M | Buy |
145,575
+19,530
| +15% | +$945K | 3.45% | 3 |
|
|
2022
Q3 | $5.53M | Buy |
126,045
+5,675
| +5% | +$249K | 2.82% | 4 |
|
|
2022
Q2 | $5.45M | Buy |
120,370
+77,355
| +180% | +$3.5M | 2.72% | 6 |
|
|
2022
Q1 | $2.31M | Sell |
43,015
-27,845
| -39% | -$1.49M | 1.07% | 25 |
|
|
2021
Q4 | $4.01M | Buy |
70,860
+40,920
| +137% | +$2.32M | 1.63% | 19 |
|
|
2021
Q3 | $1.58M | Sell |
29,940
-160,595
| -84% | -$8.45M | 0.69% | 31 |
|
|
2021
Q2 | $10.2M | Sell |
190,535
-102,715
| -35% | -$5.52M | 4.69% | 6 |
|
|
2021
Q1 | $15.3M | Buy |
293,250
+54,805
| +23% | +$2.85M | 8.53% | 1 |
|
|
2020
Q4 | $11M | Buy |
238,445
+13,835
| +6% | +$636K | 7.06% | 1 |
|
|
2020
Q3 | $8.32M | Buy |
224,610
+139,545
| +164% | +$5.17M | 5.84% | 5 |
|
|
2020
Q2 | $3.03M | Buy |
85,065
+59,550
| +233% | +$2.12M | 2.2% | 15 |
|
|
2020
Q1 | $734K | Sell |
25,515
-2,875
| -10% | -$82.7K | 0.61% | 30 |
|
|
2019
Q4 | $1.17M | Sell |
28,390
-2,145
| -7% | -$88.3K | 0.84% | 26 |
|
|
2019
Q3 | $1.22M | Sell |
30,535
-120
| -0.4% | -$4.79K | 0.9% | 26 |
|
|
2019
Q2 | $1.19M | Buy |
+30,655
| New | +$1.19M | 0.95% | 18 |
|