CMP
Courage Miller Partners’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 | $850K | Buy |
13,700
+1,109
| +9% | +$68.8K | 0.27% | 42 |
|
|
2025
Q1 | $735K | Buy |
12,591
+297
| +2% | +$17.3K | 0.25% | 43 |
|
|
2024
Q4 | $766K | Buy |
12,294
+29
| +0.2% | +$1.81K | 0.26% | 44 |
|
|
2024
Q3 | $764K | Sell |
12,265
-54
| -0.4% | -$3.37K | 0.26% | 44 |
|
|
2024
Q2 | $721K | Buy |
12,319
+19
| +0.2% | +$1.11K | 0.26% | 44 |
|
|
2024
Q1 | $747K | Buy |
12,300
+9,770
| +386% | +$593K | 0.26% | 45 |
|
|
2023
Q4 | $701K | Sell |
2,530
-409
| -14% | -$113K | 0.27% | 43 |
|
|
2023
Q3 | $733K | Buy |
2,939
+242
| +9% | +$60.3K | 0.3% | 42 |
|
|
2023
Q2 | $705K | Sell |
2,697
-4
| -0.1% | -$1.05K | 0.29% | 45 |
|
|
2023
Q1 | $676K | Sell |
2,701
-197
| -7% | -$49.3K | 0.29% | 44 |
|
|
2022
Q4 | $701K | Sell |
2,898
-55
| -2% | -$13.3K | 0.32% | 40 |
|
|
2022
Q3 | $647K | Buy |
2,953
+5
| +0.2% | +$1.1K | 0.33% | 40 |
|
|
2022
Q2 | $667K | Buy |
2,948
+11
| +0.4% | +$2.49K | 0.32% | 42 |
|
|
2022
Q1 | $788K | Buy |
2,937
+5
| +0.2% | +$1.34K | 0.31% | 40 |
|
|
2021
Q4 | $830K | Sell |
2,932
-39
| -1% | -$11K | 0.31% | 45 |
|
|
2021
Q3 | $782K | Sell |
2,971
-142
| -5% | -$37.4K | 0.31% | 47 |
|
|
2021
Q2 | $837K | Buy |
3,113
+126
| +4% | +$33.9K | 0.34% | 45 |
|
|
2021
Q1 | $777K | Sell |
2,987
-125
| -4% | -$32.5K | 0.34% | 46 |
|
|
2020
Q4 | $715K | Sell |
3,112
-253
| -8% | -$58.1K | 0.33% | 47 |
|
|
2020
Q3 | $598K | Buy |
3,365
+1
| +0% | +$178 | 0.32% | 49 |
|
|
2020
Q2 | $598K | Sell |
3,364
-5
| -0.1% | -$889 | 0.32% | 49 |
|
|
2020
Q1 | $484K | Buy |
3,369
+221
| +7% | +$31.7K | 0.3% | 52 |
|
|
2019
Q4 | $648K | Buy |
3,148
+27
| +0.9% | +$5.56K | 0.33% | 48 |
|
|
2019
Q3 | $603K | Sell |
3,121
-24
| -0.8% | -$4.64K | 0.33% | 49 |
|
|
2019
Q2 | $611K | Buy |
3,145
+22
| +0.7% | +$4.27K | 0.34% | 50 |
|
|
2019
Q1 | $591K | Buy |
3,123
+19
| +0.6% | +$3.6K | 0.33% | 52 |
|
|
2018
Q4 | $515K | Buy |
3,104
+170
| +6% | +$28.2K | 0.31% | 53 |
|
|
2018
Q3 | $591K | Buy |
2,934
+7
| +0.2% | +$1.41K | 0.34% | 53 |
|
|
2018
Q2 | $570K | Buy |
2,927
+27
| +0.9% | +$5.26K | 0.34% | 51 |
|
|
2018
Q1 | $544K | Sell |
2,900
-22
| -0.8% | -$4.13K | 0.33% | 52 |
|
|
2017
Q4 | $554K | Buy |
2,922
+38
| +1% | +$7.21K | 0.34% | 52 |
|
|
2017
Q3 | $516K | Buy |
2,884
+23
| +0.8% | +$4.12K | 0.32% | 52 |
|
|
2017
Q2 | $498K | Sell |
2,861
-20
| -0.7% | -$3.48K | 0.33% | 50 |
|
|
2017
Q1 | $493K | Buy |
2,881
+482
| +20% | +$82.5K | 0.34% | 50 |
|
|
2016
Q4 | $397K | Buy |
2,399
+89
| +4% | +$14.7K | 0.28% | 55 |
|
|
2016
Q3 | $357K | Buy |
2,310
+12
| +0.5% | +$1.86K | 0.25% | 55 |
|
|
2016
Q2 | $343K | Sell |
2,298
-1,410
| -38% | -$210K | 0.25% | 56 |
|
|
2016
Q1 | $535K | Buy |
3,708
+102
| +3% | +$14.7K | 0.37% | 48 |
|
|
2015
Q4 | $502K | Buy |
3,606
+1,465
| +68% | +$204K | 0.35% | 49 |
|
|
2015
Q3 | $292K | Buy |
2,141
+41
| +2% | +$5.59K | 0.22% | 56 |
|
|
2015
Q2 | $315K | Sell |
2,100
-248
| -11% | -$37.2K | 0.23% | 53 |
|
|
2015
Q1 | $357K | Buy |
2,348
+514
| +28% | +$78.2K | 0.27% | 51 |
|
|
2014
Q4 | $266K | Sell |
1,834
-13
| -0.7% | -$1.89K | 0.22% | 52 |
|
|
2014
Q3 | $253K | Sell |
1,847
-8
| -0.4% | -$1.1K | 0.2% | 53 |
|
|
2014
Q2 | $265K | Sell |
1,855
-30
| -2% | -$4.29K | 0.19% | 56 |
|
|
2014
Q1 | $259K | Buy |
+1,885
| New | +$259K | 0.2% | 52 |
|