Continuum Advisory’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Continuum Advisory’s Portfolio IJH Stock Details IJH Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.54M	Sell	41,015 -2,364	-5%	-$147K	0.31%	81
2025 Q1	$2.53M	Sell	43,379 -1,676	-4%	-$97.8K	0.33%	77
2024 Q4	$2.81M	Buy	45,055 +231	+0.5%	+$14.4K	0.36%	66
2024 Q3	$2.91M	Sell	44,824 -1,674	-4%	-$109K	0.37%	62
2024 Q2	$2.72M	Sell	46,498 -3,076	-6%	-$180K	0.39%	57
2024 Q1	$2.97M	Buy	49,574 +39,760	+405%	+$2.38M	0.44%	48
2023 Q4	$2.72M	Buy	9,814 +518	+6%	+$144K	0.39%	54
2023 Q3	$2.32M	Buy	9,296 +674	+8%	+$168K	0.37%	64
2023 Q2	$2.25M	Sell	8,622 -23	-0.3%	-$6.01K	0.36%	67
2023 Q1	$2.16M	Sell	8,645 -307	-3%	-$76.8K	0.37%	72
2022 Q4	$2.17M	Buy	8,952 +3,758	+72%	+$909K	0.39%	69
2022 Q3	$1.14M	Sell	5,194 -720	-12%	-$158K	0.2%	134
2022 Q2	$1.34M	Buy	5,914 +188	+3%	+$42.5K	0.24%	117
2022 Q1	$1.43M	Buy	5,726 +2,191	+62%	+$546K	0.27%	103
2021 Q4	$1M	Buy	3,535 +1,226	+53%	+$347K	0.23%	106
2021 Q3	$607K	Hold	2,309	–	–	0.16%	135
2021 Q2	$620K	Buy	2,309 +801	+53%	+$215K	0.19%	118
2021 Q1	$406K	Buy	+1,508	New	+$406K	0.17%	112
2020 Q2	–	Sell	-6,671	Closed	-$903K	–	154
2020 Q1	$903K	Sell	6,671 -391	-6%	-$52.9K	0.61%	46
2019 Q4	$1.45M	Sell	7,062 -396	-5%	-$81.5K	0.85%	31
2019 Q3	$1.41M	Sell	7,458 -334	-4%	-$63.3K	0.95%	31
2019 Q2	$1.52M	Buy	7,792 +504	+7%	+$98.2K	1.04%	27
2019 Q1	$1.4M	Sell	7,288 -180	-2%	-$34.6K	1.05%	25
2018 Q4	$1.24M	Sell	7,468 -159	-2%	-$26.4K	0.91%	29
2018 Q3	$1.52M	Sell	7,627 -929	-11%	-$186K	1.01%	27
2018 Q2	$1.67M	Sell	8,556 -930	-10%	-$181K	1.22%	23
2018 Q1	$1.78M	Sell	9,486 -2,929	-24%	-$549K	1.49%	15
2017 Q4	$2.36M	Buy	12,415 +481	+4%	+$91.3K	1.81%	10
2017 Q3	$2.14M	Buy	11,934 +2,638	+28%	+$472K	1.87%	10
2017 Q2	$1.62M	Buy	9,296 +1,036	+13%	+$180K	1.6%	11
2017 Q1	$1.41M	Buy	+8,260	New	+$1.41M	1.7%	13