DFA
DHJJ Financial Advisors’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 | $19M | Buy |
305,619
+20
| +0% | +$1.24K | 6.84% | 2 |
|
|
2025
Q1 | $17.8M | Sell |
305,599
-3,455
| -1% | -$202K | 7.18% | 2 |
|
|
2024
Q4 | $19.3M | Sell |
309,054
-6,232
| -2% | -$388K | 7.5% | 2 |
|
|
2024
Q3 | $19.6M | Sell |
315,286
-4,459
| -1% | -$278K | 7.78% | 2 |
|
|
2024
Q2 | $18.7M | Sell |
319,745
-233
| -0.1% | -$13.6K | 7.9% | 2 |
|
|
2024
Q1 | $19.4M | Buy |
319,978
+253,587
| +382% | +$15.4M | 8.6% | 2 |
|
|
2023
Q4 | $18.4M | Buy |
66,391
+1,008
| +2% | +$279K | 8.6% | 2 |
|
|
2023
Q3 | $16.3M | Buy |
65,383
+568
| +0.9% | +$142K | 8.28% | 2 |
|
|
2023
Q2 | $16.9M | Buy |
64,815
+135
| +0.2% | +$35.3K | 8.82% | 2 |
|
|
2023
Q1 | $16.2M | Sell |
64,680
-648
| -1% | -$162K | 8.78% | 2 |
|
|
2022
Q4 | $15.8M | Sell |
65,328
-1,328
| -2% | -$321K | 9.06% | 2 |
|
|
2022
Q3 | $14.6M | Sell |
66,656
-105
| -0.2% | -$23K | 8.53% | 2 |
|
|
2022
Q2 | $15.1M | Sell |
66,761
-739
| -1% | -$167K | 8.44% | 2 |
|
|
2022
Q1 | $18.2M | Buy |
67,500
+1,225
| +2% | +$331K | 8.75% | 2 |
|
|
2021
Q4 | $18.8M | Buy |
66,275
+192
| +0.3% | +$54.4K | 8.8% | 2 |
|
|
2021
Q3 | $17.4M | Sell |
66,083
-245
| -0.4% | -$64.5K | 8.99% | 2 |
|
|
2021
Q2 | $17.8M | Sell |
66,328
-920
| -1% | -$247K | 9.41% | 2 |
|
|
2021
Q1 | $17.5M | Sell |
67,248
-48
| -0.1% | -$12.5K | 10.14% | 2 |
|
|
2020
Q4 | $15.5M | Buy |
+67,296
| New | +$15.5M | 9.72% | 2 |
|