DJYG
David J. Yvars Group’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 | $8.99M | Buy |
144,933
+58,146
| +67% | +$3.61M | 5.27% | 5 |
|
|
2025
Q1 | $5.06M | Buy |
86,787
+525
| +0.6% | +$30.6K | 3.98% | 5 |
|
|
2024
Q4 | $5.38M | Buy |
86,262
+1,251
| +1% | +$78K | 3.28% | 8 |
|
|
2024
Q3 | $5.3M | Sell |
85,011
-8,040
| -9% | -$501K | 3.28% | 7 |
|
|
2024
Q2 | $5.45M | Sell |
93,051
-1,637
| -2% | -$95.8K | 3.41% | 6 |
|
|
2024
Q1 | $5.75M | Buy |
94,688
+75,694
| +399% | +$4.6M | 3.88% | 6 |
|
|
2023
Q4 | $5.26M | Sell |
18,994
-1,835
| -9% | -$509K | 4.23% | 6 |
|
|
2023
Q3 | $5.19M | Sell |
20,829
-514
| -2% | -$128K | 4.33% | 6 |
|
|
2023
Q2 | $5.58M | Buy |
21,343
+162
| +0.8% | +$42.4K | 4.61% | 5 |
|
|
2023
Q1 | $5.3M | Buy |
21,181
+2,550
| +14% | +$638K | 4.79% | 3 |
|
|
2022
Q4 | $4.51M | Sell |
18,631
-548
| -3% | -$133K | 5.65% | 4 |
|
|
2022
Q3 | $4.21M | Sell |
19,179
-862
| -4% | -$189K | 4.67% | 7 |
|
|
2022
Q2 | $4.59M | Sell |
20,041
-378
| -2% | -$86.5K | 6.24% | 4 |
|
|
2022
Q1 | $5.49M | Sell |
20,419
-1,531
| -7% | -$411K | 3.82% | 11 |
|
|
2021
Q4 | $6.21M | Sell |
21,950
-1,644
| -7% | -$465K | 3.84% | 10 |
|
|
2021
Q3 | $6.3M | Sell |
23,594
-176
| -0.7% | -$47K | 3.68% | 11 |
|
|
2021
Q2 | $6.39M | Buy |
23,770
+479
| +2% | +$129K | 3.59% | 11 |
|
|
2021
Q1 | $6.06M | Sell |
23,291
-399
| -2% | -$104K | 3.86% | 10 |
|
|
2020
Q4 | $5.44M | Buy |
+23,690
| New | +$5.44M | 3.69% | 11 |
|