Culbertson A N & Co’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Culbertson A N & Co’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.44M	Buy	23,244 +1,375	+6%	+$85.3K	0.22%	80
2025 Q1	$1.28M	Buy	21,869 +264	+1%	+$15.4K	0.2%	84
2024 Q4	$1.35M	Buy	21,605 +50	+0.2%	+$3.12K	0.21%	84
2024 Q3	$1.34M	Buy	21,555 +320	+2%	+$19.9K	0.22%	85
2024 Q2	$1.24M	Buy	21,235 +1,730	+9%	+$101K	0.22%	82
2024 Q1	$1.18M	Buy	19,505 +4,465	+30%	+$271K	0.2%	85
2023 Q4	$834K	Buy	15,040 +1,535	+11%	+$85.1K	0.16%	89
2023 Q3	$673K	Buy	13,505 +250	+2%	+$12.5K	0.14%	93
2023 Q2	$693K	Buy	13,255 +3,325	+33%	+$174K	0.13%	94
2023 Q1	$497K	Sell	9,930 -1,485	-13%	-$74.3K	0.1%	101
2022 Q4	$552K	Buy	11,415 +1,000	+10%	+$48.4K	0.12%	96
2022 Q3	$456K	Sell	10,415 -850	-8%	-$37.2K	0.11%	98
2022 Q2	$509K	Sell	11,265 -100	-0.9%	-$4.52K	0.11%	100
2022 Q1	$609K	Sell	11,365 -100	-0.9%	-$5.36K	0.11%	98
2021 Q4	$649K	Hold	11,465	–	–	0.12%	95
2021 Q3	$603K	Hold	11,465	–	–	0.12%	95
2021 Q2	$616K	Hold	11,465	–	–	0.13%	94
2021 Q1	$597K	Hold	11,465	–	–	0.13%	94
2020 Q4	$527K	Hold	11,465	–	–	0.13%	94
2020 Q3	$425K	Sell	11,465 -1,325	-10%	-$49.1K	0.11%	95
2020 Q2	$455K	Hold	12,790	–	–	0.13%	92
2020 Q1	$368K	Sell	12,790 -600	-4%	-$17.3K	0.12%	92
2019 Q4	$551K	Buy	13,390 +175	+1%	+$7.2K	0.14%	87
2019 Q3	$511K	Hold	13,215	–	–	0.14%	90
2019 Q2	$513K	Hold	13,215	–	–	0.14%	90
2019 Q1	$501K	Buy	13,215 +125	+1%	+$4.74K	0.14%	88
2018 Q4	$435K	Buy	13,090 +1,000	+8%	+$33.2K	0.14%	91
2018 Q3	$487K	Buy	12,090 +5,000	+71%	+$201K	0.13%	94
2018 Q2	$276K	Hold	7,090	–	–	0.08%	101
2018 Q1	$266K	Buy	7,090 +50	+0.7%	+$1.88K	0.08%	99
2017 Q4	$267K	Buy	7,040 +460	+7%	+$17.4K	0.08%	98
2017 Q3	$235K	Hold	6,580	–	–	0.07%	94
2017 Q2	$229K	Hold	6,580	–	–	0.07%	90
2017 Q1	$225K	Buy	6,580 +425	+7%	+$14.5K	0.07%	88
2016 Q4	$204K	Buy	+6,155	New	+$204K	0.07%	90