FFS
Founders Financial Securities’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 | $4.73M | Sell |
76,295
-90,054
| -54% | -$5.59M | 0.36% | 64 |
|
|
2025
Q1 | $9.45M | Buy |
166,349
+12,088
| +8% | +$687K | 0.8% | 30 |
|
|
2024
Q4 | $9.61M | Buy |
154,261
+2,805
| +2% | +$175K | 0.87% | 29 |
|
|
2024
Q3 | $9.44M | Sell |
151,456
-100,041
| -40% | -$6.23M | 0.87% | 32 |
|
|
2024
Q2 | $14.7M | Buy |
251,497
+50,700
| +25% | +$2.97M | 1.39% | 16 |
|
|
2024
Q1 | $12.2M | Buy |
200,797
+171,661
| +589% | +$10.4M | 1.28% | 21 |
|
|
2023
Q4 | $8.08M | Sell |
29,136
-9,291
| -24% | -$2.57M | 0.9% | 28 |
|
|
2023
Q3 | $9.58M | Buy |
38,427
+7,944
| +26% | +$1.98M | 1.24% | 20 |
|
|
2023
Q2 | $7.97M | Sell |
30,483
-5,603
| -16% | -$1.47M | 1.05% | 26 |
|
|
2023
Q1 | $9.03M | Sell |
36,086
-8,860
| -20% | -$2.22M | 1.3% | 17 |
|
|
2022
Q4 | $10.9M | Buy |
44,946
+4,717
| +12% | +$1.14M | 1.71% | 8 |
|
|
2022
Q3 | $8.82M | Buy |
40,229
+7,774
| +24% | +$1.7M | 1.56% | 9 |
|
|
2022
Q2 | $7.34M | Buy |
32,455
+14,310
| +79% | +$3.24M | 1.44% | 11 |
|
|
2022
Q1 | $4.87M | Sell |
18,145
-765
| -4% | -$205K | 0.86% | 25 |
|
|
2021
Q4 | $5.35M | Buy |
18,910
+11,689
| +162% | +$3.31M | 0.96% | 19 |
|
|
2021
Q3 | $1.9M | Sell |
7,221
-16,692
| -70% | -$4.39M | 0.38% | 58 |
|
|
2021
Q2 | $6.43M | Sell |
23,913
-22,268
| -48% | -$5.98M | 1.28% | 15 |
|
|
2021
Q1 | $12M | Buy |
46,181
+11,208
| +32% | +$2.92M | 2.77% | 8 |
|
|
2020
Q4 | $8.04M | Buy |
+34,973
| New | +$8.04M | 1.93% | 12 |
|
|
2020
Q3 | – | Sell |
-15,364
| Closed | -$2.73M | – | 187 |
|
|
2020
Q2 | $2.73M | Sell |
15,364
-6,544
| -30% | -$1.16M | 0.88% | 30 |
|
|
2020
Q1 | $3.15M | Buy |
21,908
+10,822
| +98% | +$1.56M | 1.17% | 14 |
|
|
2019
Q4 | $2.28M | Buy |
11,086
+1,144
| +12% | +$235K | 0.77% | 34 |
|
|
2019
Q3 | $1.92M | Buy |
9,942
+693
| +7% | +$134K | 0.61% | 40 |
|
|
2019
Q2 | $1.8M | Sell |
9,249
-12,912
| -58% | -$2.51M | 0.59% | 36 |
|
|
2019
Q1 | $4.2M | Buy |
22,161
+13,486
| +155% | +$2.55M | 1.33% | 22 |
|
|
2018
Q4 | $1.44M | Buy |
8,675
+47
| +0.5% | +$7.81K | 0.52% | 35 |
|
|
2018
Q3 | $1.74M | Buy |
8,628
+266
| +3% | +$53.6K | 0.48% | 34 |
|
|
2018
Q2 | $1.63M | Buy |
8,362
+599
| +8% | +$117K | 0.5% | 34 |
|
|
2018
Q1 | $1.46M | Buy |
7,763
+152
| +2% | +$28.5K | 0.47% | 35 |
|
|
2017
Q4 | $1.44M | Sell |
7,611
-72
| -0.9% | -$13.7K | 0.48% | 35 |
|
|
2017
Q3 | $1.37M | Sell |
7,683
-1,108
| -13% | -$198K | 0.49% | 32 |
|
|
2017
Q2 | $1.53M | Sell |
8,791
-782
| -8% | -$136K | 0.58% | 33 |
|
|
2017
Q1 | $1.64M | Buy |
9,573
+64
| +0.7% | +$11K | 0.62% | 34 |
|
|
2016
Q4 | $1.57M | Sell |
9,509
-55,525
| -85% | -$9.18M | 0.65% | 29 |
|
|
2016
Q3 | $10.1M | Buy |
65,034
+56,011
| +621% | +$8.67M | 4.3% | 5 |
|
|
2016
Q2 | $1.35M | Sell |
9,023
-1,059
| -11% | -$158K | 0.62% | 41 |
|
|
2016
Q1 | $1.45M | Sell |
10,082
-216
| -2% | -$31.2K | 0.68% | 36 |
|
|
2015
Q4 | $1.44M | Sell |
10,298
-13
| -0.1% | -$1.81K | 0.67% | 35 |
|
|
2015
Q3 | $1.41M | Buy |
10,311
+968
| +10% | +$132K | 0.7% | 36 |
|
|
2015
Q2 | $1.4M | Buy |
9,343
+596
| +7% | +$89.4K | 0.7% | 30 |
|
|
2015
Q1 | $1.33M | Buy |
8,747
+459
| +6% | +$69.7K | 0.69% | 36 |
|
|
2014
Q4 | $1.2M | Sell |
8,288
-47
| -0.6% | -$6.81K | 0.72% | 32 |
|
|
2014
Q3 | $1.14M | Buy |
8,335
+258
| +3% | +$35.3K | 0.73% | 33 |
|
|
2014
Q2 | $1.16M | Buy |
8,077
+574
| +8% | +$82.2K | 0.78% | 30 |
|
|
2014
Q1 | $1.03K | Buy |
7,503
+592
| +9% | +$81 | 0.69% | 32 |
|
|
2013
Q4 | $925K | Buy |
+6,911
| New | +$925K | 0.78% | 31 |
|