DSA
Droms Strauss 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 | $902K | Buy |
14,552
+4
| +0% | +$248 | 0.28% | 38 |
|
|
2025
Q1 | $849K | Buy |
14,548
+4
| +0% | +$233 | 0.29% | 37 |
|
|
2024
Q4 | $906K | Buy |
14,544
+6
| +0% | +$374 | 0.3% | 35 |
|
|
2024
Q3 | $906K | Buy |
14,538
+4
| +0% | +$249 | 0.32% | 34 |
|
|
2024
Q2 | $851K | Sell |
14,534
-276
| -2% | -$16.2K | 0.31% | 35 |
|
|
2024
Q1 | $900K | Buy |
14,810
+11,904
| +410% | +$723K | 0.33% | 36 |
|
|
2023
Q4 | $805K | Buy |
2,906
+3
| +0.1% | +$831 | 0.31% | 43 |
|
|
2023
Q3 | $724K | Hold |
2,903
| – | – | 0.31% | 39 |
|
|
2023
Q2 | $755K | Hold |
2,903
| – | – | 0.32% | 39 |
|
|
2023
Q1 | $726K | Buy |
2,903
+2
| +0.1% | +$500 | 0.33% | 37 |
|
|
2022
Q4 | $701K | Sell |
2,901
-75
| -3% | -$18.1K | 0.32% | 39 |
|
|
2022
Q3 | $653K | Sell |
2,976
-441
| -13% | -$96.8K | 0.32% | 35 |
|
|
2022
Q2 | $773K | Sell |
3,417
-253
| -7% | -$57.2K | 0.39% | 29 |
|
|
2022
Q1 | $1M | Hold |
3,670
| – | – | 0.5% | 17 |
|
|
2021
Q4 | $1.04M | Sell |
3,670
-19
| -0.5% | -$5.38K | 0.46% | 23 |
|
|
2021
Q3 | $970K | Sell |
3,689
-56
| -1% | -$14.7K | 0.47% | 23 |
|
|
2021
Q2 | $1.01M | Buy |
3,745
+1,779
| +90% | +$478K | 0.48% | 23 |
|
|
2021
Q1 | $512K | Sell |
1,966
-201
| -9% | -$52.3K | 0.25% | 31 |
|
|
2020
Q4 | $500K | Buy |
2,167
+70
| +3% | +$16.2K | 0.29% | 25 |
|
|
2020
Q3 | $389K | Sell |
2,097
-675
| -24% | -$125K | 0.23% | 34 |
|
|
2020
Q2 | $490K | Sell |
2,772
-12,260
| -82% | -$2.17M | 0.34% | 22 |
|
|
2020
Q1 | $2.17M | Buy |
15,032
+11,806
| +366% | +$1.7M | 1.8% | 12 |
|
|
2019
Q4 | $664K | Buy |
3,226
+402
| +14% | +$82.7K | 0.49% | 25 |
|
|
2019
Q3 | $546K | Hold |
2,824
| – | – | 0.44% | 24 |
|
|
2019
Q2 | $549K | Buy |
2,824
+2
| +0.1% | +$389 | 0.41% | 30 |
|
|
2019
Q1 | $534K | Sell |
2,822
-522
| -16% | -$98.8K | 0.41% | 31 |
|
|
2018
Q4 | $557K | Buy |
+3,344
| New | +$557K | 0.52% | 24 |
|