CA
Crumly & Associates’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 | $3.15M | Sell |
50,725
-35
| -0.1% | -$2.17K | 0.77% | 33 |
|
|
2025
Q1 | $2.96M | Sell |
50,760
-984
| -2% | -$57.4K | 0.82% | 35 |
|
|
2024
Q4 | $3.22M | Sell |
51,744
-1,499
| -3% | -$93.4K | 0.88% | 33 |
|
|
2024
Q3 | $3.32M | Sell |
53,243
-1,798
| -3% | -$112K | 0.92% | 34 |
|
|
2024
Q2 | $3.22M | Sell |
55,041
-1,332
| -2% | -$77.9K | 0.93% | 27 |
|
|
2024
Q1 | $3.42M | Buy |
56,373
+44,826
| +388% | +$2.72M | 0.9% | 30 |
|
|
2023
Q4 | $3.2M | Sell |
11,547
-142
| -1% | -$39.4K | 0.93% | 33 |
|
|
2023
Q3 | $2.91M | Sell |
11,689
-547
| -4% | -$136K | 1.14% | 29 |
|
|
2023
Q2 | $3.2M | Sell |
12,236
-13,647
| -53% | -$3.57M | 1.28% | 27 |
|
|
2023
Q1 | $6.47M | Sell |
25,883
-1,809
| -7% | -$453K | 2.81% | 12 |
|
|
2022
Q4 | $6.7M | Sell |
27,692
-15,944
| -37% | -$3.86M | 2.53% | 14 |
|
|
2022
Q3 | $9.57M | Sell |
43,636
-4,174
| -9% | -$915K | 3.95% | 7 |
|
|
2022
Q2 | $10.8M | Sell |
47,810
-413
| -0.9% | -$93.4K | 4.49% | 4 |
|
|
2022
Q1 | $12.9M | Sell |
48,223
-7,011
| -13% | -$1.88M | 4.85% | 3 |
|
|
2021
Q4 | $14.4M | Buy |
55,234
+26,419
| +92% | +$6.9M | 5.69% | 3 |
|
|
2021
Q3 | $7.58M | Buy |
28,815
+880
| +3% | +$231K | 3.52% | 11 |
|
|
2021
Q2 | $7.51M | Buy |
27,935
+3,385
| +14% | +$910K | 3.64% | 11 |
|
|
2021
Q1 | $6.39M | Buy |
24,550
+6,836
| +39% | +$1.78M | 3.73% | 9 |
|
|
2020
Q4 | $4.35M | Sell |
17,714
-11,038
| -38% | -$2.71M | 3.05% | 13 |
|
|
2020
Q3 | $5.33M | Buy |
28,752
+11,416
| +66% | +$2.12M | 4.55% | 7 |
|
|
2020
Q2 | $3.08M | Buy |
17,336
+8,084
| +87% | +$1.44M | 2.89% | 12 |
|
|
2020
Q1 | $1.33M | Sell |
9,252
-9,994
| -52% | -$1.44M | 1.63% | 14 |
|
|
2019
Q4 | $3.96M | Buy |
+19,246
| New | +$3.96M | 4.1% | 10 |
|