EPA
Element Pointe 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 | $1.54M | Hold |
24,837
| – | – | 0.37% | 27 |
|
|
2025
Q1 | $1.45M | Hold |
24,837
| – | – | 0.35% | 25 |
|
|
2024
Q4 | $1.55M | Hold |
24,837
| – | – | 0.36% | 25 |
|
|
2024
Q3 | $1.55M | Sell |
24,837
-845
| -3% | -$52.7K | 0.38% | 24 |
|
|
2024
Q2 | $1.5M | Sell |
25,682
-5,123
| -17% | -$300K | 0.38% | 26 |
|
|
2024
Q1 | $1.87M | Sell |
30,805
-5,413
| -15% | -$329K | 0.48% | 22 |
|
|
2023
Q4 | $10M | Sell |
36,218
-9,147
| -20% | -$2.54M | 2.42% | 8 |
|
|
2023
Q3 | $11.3M | Buy |
45,365
+9,736
| +27% | +$2.43M | 2.9% | 7 |
|
|
2023
Q2 | $9.32M | Sell |
35,629
-8,207
| -19% | -$2.15M | 2.4% | 9 |
|
|
2023
Q1 | $11M | Sell |
43,836
-22,488
| -34% | -$5.63M | 2.96% | 7 |
|
|
2022
Q4 | $16M | Buy |
+66,324
| New | +$16M | 4.96% | 5 |
|
|
2019
Q1 | – | Sell |
-29,823
| Closed | -$4.95M | – | 89 |
|
|
2018
Q4 | $4.95M | Buy |
+29,823
| New | +$4.95M | 3.13% | 9 |
|