CFS
CRA Financial Services’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 | $4.49M | Sell |
72,369
-6,222
| -8% | -$386K | 0.69% | 31 |
|
|
2025
Q1 | $4.59M | Sell |
78,591
-653
| -0.8% | -$38.1K | 0.78% | 28 |
|
|
2024
Q4 | $4.94M | Buy |
79,244
+748
| +1% | +$46.6K | 0.85% | 25 |
|
|
2024
Q3 | $4.89M | Sell |
78,496
-1,161
| -1% | -$72.4K | 0.9% | 22 |
|
|
2024
Q2 | $4.66M | Sell |
79,657
-763
| -0.9% | -$44.7K | 0.94% | 22 |
|
|
2024
Q1 | $4.88M | Buy |
80,420
+64,468
| +404% | +$3.92M | 1.06% | 20 |
|
|
2023
Q4 | $4.42M | Sell |
15,952
-513
| -3% | -$142K | 1.08% | 21 |
|
|
2023
Q3 | $4.11M | Buy |
16,465
+223
| +1% | +$55.6K | 1.13% | 20 |
|
|
2023
Q2 | $4.25M | Buy |
16,242
+79
| +0.5% | +$20.7K | 1.15% | 16 |
|
|
2023
Q1 | $4.04M | Buy |
16,163
+6
| +0% | +$1.5K | 1.2% | 16 |
|
|
2022
Q4 | $3.91M | Sell |
16,157
-683
| -4% | -$165K | 1.28% | 16 |
|
|
2022
Q3 | $3.69M | Buy |
16,840
+556
| +3% | +$122K | 1.33% | 15 |
|
|
2022
Q2 | $3.68M | Buy |
16,284
+85
| +0.5% | +$19.2K | 1.26% | 15 |
|
|
2022
Q1 | $4.35M | Buy |
16,199
+165
| +1% | +$44.3K | 1.31% | 13 |
|
|
2021
Q4 | $4.54M | Buy |
16,034
+140
| +0.9% | +$39.6K | 1.35% | 13 |
|
|
2021
Q3 | $4.18M | Sell |
15,894
-107
| -0.7% | -$28.1K | 1.41% | 13 |
|
|
2021
Q2 | $4.3M | Sell |
16,001
-184
| -1% | -$49.4K | 1.5% | 12 |
|
|
2021
Q1 | $4.21M | Buy |
16,185
+7
| +0% | +$1.82K | 1.63% | 12 |
|
|
2020
Q4 | $3.72M | Sell |
16,178
-593
| -4% | -$136K | 1.56% | 12 |
|
|
2020
Q3 | $3.11M | Sell |
16,771
-160
| -0.9% | -$29.7K | 1.49% | 15 |
|
|
2020
Q2 | $3.01M | Sell |
16,931
-2,647
| -14% | -$471K | 1.59% | 13 |
|
|
2020
Q1 | $2.82M | Buy |
19,578
+1,239
| +7% | +$178K | 1.8% | 12 |
|
|
2019
Q4 | $3.78M | Buy |
18,339
+148
| +0.8% | +$30.5K | 2.06% | 9 |
|
|
2019
Q3 | $3.52M | Sell |
18,191
-383
| -2% | -$74K | 2.13% | 10 |
|
|
2019
Q2 | $3.61M | Buy |
18,574
+158
| +0.9% | +$30.7K | 2.17% | 9 |
|
|
2019
Q1 | $3.49M | Sell |
18,416
-1,550
| -8% | -$294K | 2.27% | 9 |
|
|
2018
Q4 | $3.32M | Buy |
+19,966
| New | +$3.32M | 2.39% | 8 |
|