GRP
Global Retirement Partners’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 | $33.4M | Buy |
+538,241
| New | +$33.4M | 0.83% | 18 |
|
|
2024
Q4 | $26.6M | Buy |
426,375
+41,944
| +11% | +$2.61M | 0.76% | 19 |
|
|
2024
Q3 | $24M | Sell |
384,431
-10,447
| -3% | -$651K | 0.72% | 19 |
|
|
2024
Q2 | $23.1M | Buy |
394,878
+35,291
| +10% | +$2.07M | 0.72% | 24 |
|
|
2024
Q1 | $21.8M | Buy |
359,587
+287,235
| +397% | +$17.4M | 0.81% | 20 |
|
|
2023
Q4 | $19.6M | Buy |
72,352
+16,322
| +29% | +$4.41M | 0.82% | 21 |
|
|
2023
Q3 | $13.6M | Buy |
56,030
+2,007
| +4% | +$488K | 0.69% | 25 |
|
|
2023
Q2 | $14.1M | Buy |
54,023
+2,314
| +4% | +$605K | 0.69% | 25 |
|
|
2023
Q1 | $12.6M | Buy |
51,709
+14,117
| +38% | +$3.45M | 0.67% | 26 |
|
|
2022
Q4 | $9.09M | Buy |
37,592
+4,441
| +13% | +$1.07M | 0.62% | 24 |
|
|
2022
Q3 | $8.04M | Buy |
33,151
+3,516
| +12% | +$853K | 0.61% | 26 |
|
|
2022
Q2 | $6.7M | Sell |
29,635
-380
| -1% | -$86K | 0.54% | 27 |
|
|
2022
Q1 | $7.13M | Buy |
+30,015
| New | +$7.13M | 0.56% | 28 |
|
|
2021
Q4 | – | Sell |
-28,594
| Closed | -$7.52M | – | 976 |
|
|
2021
Q3 | $7.52M | Buy |
28,594
+1,041
| +4% | +$274K | 0.74% | 27 |
|
|
2021
Q2 | $7.4M | Sell |
27,553
-639
| -2% | -$172K | 0.76% | 24 |
|
|
2021
Q1 | $7.34M | Sell |
28,192
-571
| -2% | -$149K | 0.86% | 24 |
|
|
2020
Q4 | $6.61M | Sell |
28,763
-1,622
| -5% | -$373K | 0.83% | 22 |
|
|
2020
Q3 | $5.63M | Sell |
30,385
-7,861
| -21% | -$1.46M | 0.82% | 24 |
|
|
2020
Q2 | $6.8M | Sell |
38,246
-5,968
| -13% | -$1.06M | 1.09% | 17 |
|
|
2020
Q1 | $6.36M | Sell |
44,214
-4,167
| -9% | -$600K | 1.2% | 14 |
|
|
2019
Q4 | $9.96M | Sell |
48,381
-2,319
| -5% | -$477K | 1.53% | 8 |
|
|
2019
Q3 | $9.8M | Sell |
50,700
-17,815
| -26% | -$3.44M | 1.61% | 7 |
|
|
2019
Q2 | $13.3M | Buy |
68,515
+13,790
| +25% | +$2.68M | 2.55% | 4 |
|
|
2019
Q1 | $10.4M | Sell |
54,725
-133
| -0.2% | -$25.2K | 2.51% | 3 |
|
|
2018
Q4 | $9.11M | Buy |
54,858
+12,139
| +28% | +$2.02M | 2.33% | 3 |
|
|
2018
Q3 | $8.6M | Buy |
42,719
+5,135
| +14% | +$1.03M | 1.94% | 6 |
|
|
2018
Q2 | $7.32M | Buy |
37,584
+4,274
| +13% | +$833K | 1.85% | 6 |
|
|
2018
Q1 | $6.25M | Buy |
33,310
+4,725
| +17% | +$886K | 1.72% | 6 |
|
|
2017
Q4 | $5.43M | Buy |
28,585
+7,422
| +35% | +$1.41M | 1.49% | 7 |
|
|
2017
Q3 | $3.79M | Buy |
21,163
+2,811
| +15% | +$503K | 1.57% | 6 |
|
|
2017
Q2 | $3.19M | Buy |
18,352
+4,026
| +28% | +$700K | 1.5% | 7 |
|
|
2017
Q1 | $2.45M | Buy |
14,326
+5,250
| +58% | +$899K | 1.37% | 8 |
|
|
2016
Q4 | $1.5M | Buy |
+9,076
| New | +$1.5M | 1.01% | 14 |
|