CAAM
Cornerstone Advisors Asset Management’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 | $3.22M | Sell |
51,983
-2,926
| -5% | -$181K | 0.62% | 32 |
|
|
2025
Q1 | $3.2M | Buy |
54,909
+548
| +1% | +$32K | 0.66% | 31 |
|
|
2024
Q4 | $3.39M | Buy |
54,361
+99
| +0.2% | +$6.17K | 0.73% | 31 |
|
|
2024
Q3 | $3.38M | Buy |
54,262
+88
| +0.2% | +$5.48K | 0.75% | 31 |
|
|
2024
Q2 | $3.17M | Buy |
54,174
+64
| +0.1% | +$3.75K | 0.9% | 30 |
|
|
2024
Q1 | $3.29M | Buy |
54,110
+43,281
| +400% | +$2.63M | 1.16% | 27 |
|
|
2023
Q4 | $3M | Sell |
10,829
-1,179
| -10% | -$327K | 1.13% | 27 |
|
|
2023
Q3 | $2.99M | Buy |
12,008
+5,486
| +84% | +$1.37M | 1.2% | 24 |
|
|
2023
Q2 | $1.71M | Sell |
6,522
-108
| -2% | -$28.2K | 0.74% | 32 |
|
|
2023
Q1 | $1.66M | Buy |
6,630
+239
| +4% | +$59.8K | 0.81% | 31 |
|
|
2022
Q4 | $1.55M | Hold |
6,391
| – | – | 0.83% | 32 |
|
|
2022
Q3 | $1.4M | Hold |
6,391
| – | – | 1.07% | 22 |
|
|
2022
Q2 | $1.45M | Buy |
6,391
+39
| +0.6% | +$8.82K | 1.03% | 24 |
|
|
2022
Q1 | $1.7M | Sell |
6,352
-111
| -2% | -$29.8K | 1.18% | 21 |
|
|
2021
Q4 | $1.83M | Buy |
+6,463
| New | +$1.83M | 1.39% | 18 |
|