GAG
GM Advisory Group’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 | $2.13M | Buy |
34,340
+2,177
| +7% | +$135K | 0.11% | 96 |
|
|
2025
Q1 | $1.88M | Buy |
32,163
+419
| +1% | +$24.4K | 0.1% | 89 |
|
|
2024
Q4 | $1.98M | Buy |
31,744
+4,347
| +16% | +$271K | 0.11% | 85 |
|
|
2024
Q3 | $1.71M | Buy |
27,397
+4,191
| +18% | +$261K | 0.1% | 87 |
|
|
2024
Q2 | $1.36M | Buy |
23,206
+9,557
| +70% | +$559K | 0.09% | 95 |
|
|
2024
Q1 | $829K | Buy |
13,649
+11,074
| +430% | +$673K | 0.06% | 123 |
|
|
2023
Q4 | $714K | Hold |
2,575
| – | – | 0.05% | 117 |
|
|
2023
Q3 | $642K | Hold |
2,575
| – | – | 0.05% | 106 |
|
|
2023
Q2 | $673K | Sell |
2,575
-306
| -11% | -$80K | 0.06% | 102 |
|
|
2023
Q1 | $721K | Buy |
2,881
+953
| +49% | +$238K | 0.07% | 98 |
|
|
2022
Q4 | $466K | Sell |
1,928
-360
| -16% | -$87.1K | 0.05% | 119 |
|
|
2022
Q3 | $502K | Sell |
2,288
-593
| -21% | -$130K | 0.06% | 115 |
|
|
2022
Q2 | $652K | Buy |
2,881
+711
| +33% | +$161K | 0.1% | 96 |
|
|
2022
Q1 | $582K | Buy |
2,170
+360
| +20% | +$96.6K | 0.07% | 119 |
|
|
2021
Q4 | $512K | Buy |
1,810
+654
| +57% | +$185K | 0.05% | 129 |
|
|
2021
Q3 | $304K | Hold |
1,156
| – | – | 0.03% | 158 |
|
|
2021
Q2 | $311K | Hold |
1,156
| – | – | 0.03% | 157 |
|
|
2021
Q1 | $301K | Buy |
+1,156
| New | +$301K | 0.04% | 152 |
|
|
2018
Q3 | – | Sell |
-76,477
| Closed | -$14.9M | – | 125 |
|
|
2018
Q2 | $14.9M | Buy |
76,477
+1,510
| +2% | +$294K | 4.42% | 8 |
|
|
2018
Q1 | $14.1M | Sell |
74,967
-633
| -0.8% | -$119K | 4.24% | 7 |
|
|
2017
Q4 | $14.3M | Buy |
75,600
+1,178
| +2% | +$224K | 3.9% | 7 |
|
|
2017
Q3 | $13.3M | Buy |
74,422
+876
| +1% | +$157K | 4.05% | 6 |
|
|
2017
Q2 | $12.8M | Buy |
73,546
+11,031
| +18% | +$1.92M | 4.03% | 6 |
|
|
2017
Q1 | $10.7M | Buy |
+62,515
| New | +$10.7M | 3.66% | 10 |
|