First Foundation Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First Foundation Advisors’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	$1.26M	Sell	20,369 -262	-1%	-$16.2K	0.05%	169
2025 Q1	$1.2M	Buy	20,631 +1	+0%	+$58	0.05%	156
2024 Q4	$1.29M	Buy	20,630 +246	+1%	+$15.3K	0.05%	152
2024 Q3	$1.27M	Sell	20,384 -9,554	-32%	-$595K	0.05%	156
2024 Q2	$1.75M	Sell	29,938 -425	-1%	-$24.9K	0.07%	128
2024 Q1	$1.84M	Buy	30,363 +848	+3%	+$51.5K	0.07%	124
2023 Q4	$1.64M	Hold	29,515	–	–	0.07%	129
2023 Q3	$1.47M	Buy	29,515 +4,780	+19%	+$238K	0.07%	146
2023 Q2	$1.29M	Sell	24,735 -5,780	-19%	-$302K	0.06%	164
2023 Q1	$1.53M	Sell	30,515 -1,705	-5%	-$85.3K	0.07%	144
2022 Q4	$1.56M	Buy	32,220 +8,560	+36%	+$414K	0.07%	147
2022 Q3	$1.04M	Buy	23,660 +11,705	+98%	+$514K	0.05%	166
2022 Q2	$541K	Sell	11,955 -395	-3%	-$17.9K	0.02%	240
2022 Q1	$663K	Sell	12,350 -430	-3%	-$23.1K	0.02%	230
2021 Q4	$724K	Buy	12,780 +4,005	+46%	+$227K	0.02%	229
2021 Q3	$462K	Hold	8,775	–	–	0.02%	286
2021 Q2	$472K	Buy	8,775 +1,115	+15%	+$60K	0.02%	294
2021 Q1	$399K	Sell	7,660 -1,890	-20%	-$98.4K	0.02%	300
2020 Q4	$439K	Buy	+9,550	New	+$439K	0.02%	282
2020 Q3	–	Sell	-11,280	Closed	-$401K	–	378
2020 Q2	$401K	Buy	+11,280	New	+$401K	0.02%	249
2020 Q1	–	Sell	-6,585	Closed	-$271K	–	358
2019 Q4	$271K	Buy	+6,585	New	+$271K	0.01%	303
2018 Q4	–	Sell	-9,870	Closed	-$397K	–	389
2018 Q3	$397K	Sell	9,870 -1,325	-12%	-$53.3K	0.02%	262
2018 Q2	$436K	Sell	11,195 -19,135	-63%	-$745K	0.03%	227
2018 Q1	$1.14M	Sell	30,330 -1,900	-6%	-$71.3K	0.06%	150
2017 Q4	$1.22M	Buy	32,230 +10,180	+46%	+$386K	0.07%	156
2017 Q3	$789K	Sell	22,050 -3,545	-14%	-$127K	0.04%	164
2017 Q2	$890K	Hold	25,595	–	–	0.05%	165
2017 Q1	$876K	Buy	+25,595	New	+$876K	0.05%	150
2014 Q1	–	Sell	-8,425	Closed	-$209K	–	204
2013 Q4	$209K	Hold	8,425	–	–	0.03%	168
2013 Q3	$209K	Buy	+8,425	New	+$209K	0.03%	152