Estate Counselors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Estate Counselors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-37,942	Closed	-$2.21M	–	101
2025 Q1	$2.21M	Sell	37,942 -10,395	-22%	-$607K	0.23%	54
2024 Q4	$3.01M	Buy	48,337 +5,042	+12%	+$314K	0.32%	39
2024 Q3	$2.7M	Buy	43,295 +6,229	+17%	+$388K	0.28%	33
2024 Q2	$2.17M	Sell	37,066 -109	-0.3%	-$6.38K	0.24%	39
2024 Q1	$2.26M	Buy	+37,175	New	+$2.26M	0.26%	39
2023 Q4	–	Sell	-14,350	Closed	-$716K	–	126
2023 Q3	$716K	Sell	14,350 -13,400	-48%	-$668K	0.1%	101
2023 Q2	$1.45M	Sell	27,750 -11,750	-30%	-$614K	0.18%	65
2023 Q1	$1.98M	Buy	39,500 +32,700	+481%	+$1.64M	0.26%	45
2022 Q4	$329K	Buy	6,800 +950	+16%	+$46K	0.05%	130
2022 Q3	$256K	Buy	5,850 +575	+11%	+$25.2K	0.04%	114
2022 Q2	$238K	Hold	5,275	–	–	0.04%	115
2022 Q1	$283K	Sell	5,275 -625	-11%	-$33.5K	0.04%	115
2021 Q4	$334K	Sell	5,900 -2,900	-33%	-$164K	0.04%	115
2021 Q3	$463K	Sell	8,800 -1,700	-16%	-$89.4K	0.06%	120
2021 Q2	$564K	Hold	10,500	–	–	0.07%	115
2021 Q1	$547K	Hold	10,500	–	–	0.08%	120
2020 Q4	$483K	Sell	10,500 -2,500	-19%	-$115K	0.07%	93
2020 Q3	$558K	Buy	13,000 +2,000	+18%	+$85.8K	0.09%	78
2020 Q2	$391K	Sell	11,000 -500	-4%	-$17.8K	0.06%	113
2020 Q1	$331K	Buy	+11,500	New	+$331K	0.05%	110
2019 Q1	–	Sell	-10,125	Closed	-$336K	–	68
2018 Q4	$336K	Sell	10,125 -100	-1%	-$3.32K	0.07%	60
2018 Q3	$412K	Hold	10,225	–	–	0.07%	56
2018 Q2	$398K	Sell	10,225 -700	-6%	-$27.2K	0.08%	59
2018 Q1	$410K	Sell	10,925 -250	-2%	-$9.38K	0.08%	59
2017 Q4	$424K	Hold	11,175	–	–	0.08%	54
2017 Q3	$400K	Sell	11,175 -1,000	-8%	-$35.8K	0.08%	51
2017 Q2	$424K	Buy	12,175 +500	+4%	+$17.4K	0.1%	54
2017 Q1	$400K	Buy	11,675 +1,800	+18%	+$61.7K	0.1%	56
2016 Q4	$327K	Hold	9,875	–	–	0.09%	65
2016 Q3	$306K	Hold	9,875	–	–	0.12%	49
2016 Q2	$295K	Buy	9,875 +1,000	+11%	+$29.9K	0.12%	52
2016 Q1	$256K	Sell	8,875 -6,500	-42%	-$187K	0.11%	52
2015 Q4	$428K	Sell	15,375 -500	-3%	-$13.9K	0.17%	61
2015 Q3	$433K	Sell	15,875 -4,300	-21%	-$117K	0.17%	59
2015 Q2	$605K	Sell	20,175 -100	-0.5%	-$3K	0.21%	44
2015 Q1	$616K	Sell	20,275 -2,075	-9%	-$63K	0.22%	45
2014 Q4	$647K	Sell	22,350 -3,550	-14%	-$103K	0.23%	45
2014 Q3	$708K	Hold	25,900	–	–	0.27%	37
2014 Q2	$741K	Hold	25,900	–	–	0.28%	36
2014 Q1	$712K	Sell	25,900 -750	-3%	-$20.6K	0.29%	36
2013 Q4	$713K	Sell	26,650 -5,200	-16%	-$139K	0.32%	37
2013 Q3	$791K	Hold	31,850	–	–	0.37%	35
2013 Q2	$739K	Buy	+31,850	New	+$739K	0.37%	37