CPIA
Cornell Pochily Investment Advisors’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 | $1.6M | Sell |
25,810
-2,500
| -9% | -$155K | 0.52% | 54 |
|
|
2025
Q1 | $1.65M | Buy |
28,310
+3,443
| +14% | +$201K | 0.58% | 51 |
|
|
2024
Q4 | $1.55M | Buy |
24,867
+3,489
| +16% | +$217K | 0.54% | 51 |
|
|
2024
Q3 | $1.33M | Buy |
21,378
+5,195
| +32% | +$324K | 0.46% | 61 |
|
|
2024
Q2 | $947K | Buy |
16,183
+5,039
| +45% | +$295K | 0.36% | 72 |
|
|
2024
Q1 | $677K | Buy |
11,144
+9,808
| +734% | +$596K | 0.27% | 91 |
|
|
2023
Q4 | $370K | Buy |
1,336
+206
| +18% | +$57.1K | 0.15% | 132 |
|
|
2023
Q3 | $282K | Buy |
+1,130
| New | +$282K | 0.12% | 146 |
|
|
2022
Q2 | – | Sell |
-947
| Closed | -$254K | – | 167 |
|
|
2022
Q1 | $254K | Buy |
947
+1
| +0.1% | +$268 | 0.1% | 150 |
|
|
2021
Q4 | $268K | Sell |
946
-44
| -4% | -$12.5K | 0.1% | 144 |
|
|
2021
Q3 | $260K | Buy |
990
+1
| +0.1% | +$263 | 0.11% | 147 |
|
|
2021
Q2 | $266K | Buy |
989
+60
| +6% | +$16.1K | 0.12% | 141 |
|
|
2021
Q1 | $242K | Sell |
929
-1
| -0.1% | -$260 | 0.12% | 140 |
|
|
2020
Q4 | $214K | Buy |
+930
| New | +$214K | 0.1% | 139 |
|
|
2020
Q1 | – | Sell |
-974
| Closed | -$501K | – | 136 |
|
|
2019
Q4 | $501K | Buy |
+974
| New | +$501K | 0.3% | 89 |
|
|
2019
Q3 | – | Sell |
-1,098
| Closed | -$213K | – | 140 |
|
|
2019
Q2 | $213K | Buy |
1,098
+12
| +1% | +$2.33K | 53.53% | 1 |
|
|
2019
Q1 | $205K | Buy |
+1,086
| New | +$205K | 0.14% | 124 |
|
|
2018
Q4 | – | Sell |
-1,082
| Closed | -$217K | – | 137 |
|
|
2018
Q3 | $217K | Buy |
1,082
+31
| +3% | +$6.22K | 0.15% | 120 |
|
|
2018
Q2 | $204K | Buy |
+1,051
| New | +$204K | 0.14% | 124 |
|
|
2018
Q1 | – | Sell |
-1,105
| Closed | -$209K | – | 130 |
|
|
2017
Q4 | $209K | Buy |
+1,105
| New | +$209K | 0.13% | 126 |
|