FPAS
Focus Partners Advisor Solutions’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 | $4.38M | Sell |
70,669
-7,935
| -10% | -$492K | 0.06% | 160 |
|
2025
Q1 | $4.59M | Buy |
78,604
+8,068
| +11% | +$471K | 0.07% | 142 |
|
2024
Q4 | $4.4M | Buy |
70,536
+6,366
| +10% | +$397K | 0.07% | 137 |
|
2024
Q3 | $4M | Sell |
64,170
-397
| -0.6% | -$24.7K | 0.08% | 121 |
|
2024
Q2 | $3.78M | Sell |
64,567
-10,302
| -14% | -$603K | 0.1% | 104 |
|
2024
Q1 | $4.55M | Buy |
74,869
+63,984
| +588% | +$3.89M | 0.13% | 86 |
|
2023
Q4 | $3.02M | Buy |
10,885
+3,020
| +38% | +$837K | 0.14% | 73 |
|
2023
Q3 | $1.96M | Sell |
7,865
-1,402
| -15% | -$350K | 0.1% | 102 |
|
2023
Q2 | $2.42M | Buy |
9,267
+3,875
| +72% | +$1.01M | 0.13% | 71 |
|
2023
Q1 | $1.35M | Sell |
5,392
-22,575
| -81% | -$5.65M | 0.09% | 102 |
|
2022
Q4 | $6.76M | Buy |
27,967
+4,557
| +19% | +$1.1M | 0.52% | 28 |
|
2022
Q3 | $5.13M | Buy |
23,410
+736
| +3% | +$161K | 0.3% | 39 |
|
2022
Q2 | $5.13M | Buy |
22,674
+2,490
| +12% | +$563K | 0.43% | 33 |
|
2022
Q1 | $5.42M | Buy |
+20,184
| New | +$5.42M | 0.54% | 30 |
|