CFO
CVA Family Office’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 | $4.36M | Sell |
70,351
-937
| -1% | -$58.1K | 0.61% | 39 |
|
|
2025
Q1 | $4.16M | Sell |
71,288
-6,468
| -8% | -$377K | 0.64% | 36 |
|
|
2024
Q4 | $4.84M | Buy |
77,756
+965
| +1% | +$60.1K | 0.77% | 36 |
|
|
2024
Q3 | $4.79M | Sell |
76,791
-75
| -0.1% | -$4.67K | 0.78% | 31 |
|
|
2024
Q2 | $4.5M | Sell |
76,866
-9,259
| -11% | -$542K | 0.81% | 29 |
|
|
2024
Q1 | $5.23M | Buy |
86,125
+68,359
| +385% | +$4.15M | 0.93% | 24 |
|
|
2023
Q4 | $4.92M | Sell |
17,766
-42
| -0.2% | -$11.6K | 0.96% | 24 |
|
|
2023
Q3 | $4.44M | Sell |
17,808
-365
| -2% | -$91K | 1.01% | 25 |
|
|
2023
Q2 | $4.75M | Buy |
18,173
+603
| +3% | +$158K | 1% | 24 |
|
|
2023
Q1 | $4.4M | Sell |
17,570
-1,757
| -9% | -$440K | 0.98% | 24 |
|
|
2022
Q4 | $4.68M | Sell |
19,327
-1,366
| -7% | -$330K | 1.13% | 21 |
|
|
2022
Q3 | $4.54M | Sell |
20,693
-200
| -1% | -$43.9K | 1.23% | 22 |
|
|
2022
Q2 | $4.73M | Buy |
20,893
+321
| +2% | +$72.6K | 1.29% | 20 |
|
|
2022
Q1 | $5.52M | Sell |
20,572
-2,064
| -9% | -$554K | 1.32% | 18 |
|
|
2021
Q4 | $6.41M | Buy |
22,636
+11,939
| +112% | +$3.38M | 1.59% | 15 |
|
|
2021
Q3 | $1.98M | Sell |
10,697
-4,793
| -31% | -$888K | 1.43% | 18 |
|
|
2021
Q2 | $4.16M | Buy |
15,490
+4,014
| +35% | +$1.08M | 1.18% | 21 |
|
|
2021
Q1 | $2.99M | Buy |
11,476
+861
| +8% | +$224K | 1.13% | 23 |
|
|
2020
Q4 | $2.44M | Sell |
10,615
-82
| -0.8% | -$18.8K | 1.5% | 19 |
|
|
2020
Q3 | $1.98M | Buy |
10,697
+83
| +0.8% | +$15.4K | 1.43% | 18 |
|
|
2020
Q2 | $1.89M | Sell |
10,614
-543
| -5% | -$96.5K | 1.55% | 17 |
|
|
2020
Q1 | $1.61M | Sell |
11,157
-2,295
| -17% | -$330K | 1.63% | 17 |
|
|
2019
Q4 | $2.77M | Buy |
+13,452
| New | +$2.77M | 2.55% | 11 |
|