Financial Advocates Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Financial Advocates Investment Management’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	$12.6M	Sell	202,409 -73,247	-27%	-$4.54M	1.02%	22
2025 Q1	$16.1M	Sell	275,656 -123,548	-31%	-$7.21M	1.13%	15
2024 Q4	$24.9M	Buy	399,204 +10,704	+3%	+$667K	1.42%	8
2024 Q3	$24.3M	Buy	388,500 +35,743	+10%	+$2.23M	1.37%	9
2024 Q2	$20.6M	Buy	352,757 +6,014	+2%	+$352K	1.28%	10
2024 Q1	$21.1M	Buy	346,743 +4,663	+1%	+$283K	1.22%	10
2023 Q4	$18.9M	Sell	342,080 -40,705	-11%	-$2.25M	1.24%	11
2023 Q3	$17M	Buy	382,785 +72,830	+23%	+$3.23M	1.22%	11
2023 Q2	$16.2M	Buy	309,955 +24,120	+8%	+$1.26M	1.16%	11
2023 Q1	$14.3M	Buy	285,835 +18,985	+7%	+$950K	1.03%	14
2022 Q4	$12.9M	Buy	266,850 +38,895	+17%	+$1.88M	0.96%	13
2022 Q3	$9.97M	Buy	227,955 +69,165	+44%	+$3.03M	0.82%	16
2022 Q2	$7.19M	Sell	158,790 -8,680	-5%	-$393K	0.58%	30
2022 Q1	$8.99M	Buy	167,470 +7,005	+4%	+$376K	0.59%	32
2021 Q4	$9.09M	Buy	160,465 +15,990	+11%	+$905K	0.57%	23
2021 Q3	$7.6M	Buy	144,475 +7,145	+5%	+$376K	0.51%	33
2021 Q2	$7.38M	Buy	137,330 +9,760	+8%	+$524K	0.49%	35
2021 Q1	$6.58M	Sell	127,570 -2,185	-2%	-$113K	0.47%	37
2020 Q4	$5.96M	Sell	129,755 -1,285	-1%	-$59.1K	0.41%	50
2020 Q3	$4.86M	Buy	131,040 +48,765	+59%	+$1.81M	0.41%	51
2020 Q2	$2.86M	Sell	82,275 -2,000	-2%	-$69.5K	0.27%	86
2020 Q1	$2.43M	Sell	84,275 -20,800	-20%	-$599K	0.35%	73
2019 Q4	$4.33M	Buy	105,075 +7,885	+8%	+$325K	0.46%	49
2019 Q3	$3.76M	Buy	97,190 +10,035	+12%	+$388K	0.43%	56
2019 Q2	$3.39M	Sell	87,155 -6,655	-7%	-$259K	0.39%	61
2019 Q1	$3.55M	Sell	93,810 -36,055	-28%	-$1.37M	0.44%	59
2018 Q4	$4.31M	Sell	129,865 -92,705	-42%	-$3.08M	0.59%	45
2018 Q3	$8.96M	Sell	222,570 -32,950	-13%	-$1.33M	1%	18
2018 Q2	$9.96M	Buy	255,520 +8,805	+4%	+$343K	1.21%	16
2018 Q1	$9.26M	Buy	246,715 +17,690	+8%	+$664K	1.2%	15
2017 Q4	$8.69M	Buy	+229,025	New	+$8.69M	1.19%	15