GA
Goldstein Advisors’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 | $6.26M | Buy |
100,888
+957
| +1% | +$59.4K | 0.84% | 21 |
|
|
2025
Q1 | $5.83M | Buy |
99,931
+16,239
| +19% | +$948K | 0.85% | 20 |
|
|
2024
Q4 | $5.21M | Buy |
83,692
+387
| +0.5% | +$24.1K | 0.76% | 22 |
|
|
2024
Q3 | $5.19M | Sell |
83,305
-1,451
| -2% | -$90.4K | 0.79% | 20 |
|
|
2024
Q2 | $4.96M | Buy |
84,756
+2,218
| +3% | +$130K | 0.83% | 22 |
|
|
2024
Q1 | $5.01M | Buy |
82,538
+66,310
| +409% | +$4.03M | 0.86% | 21 |
|
|
2023
Q4 | $4.5M | Sell |
16,228
-758
| -4% | -$210K | 0.76% | 22 |
|
|
2023
Q3 | $4.24M | Sell |
16,986
-297
| -2% | -$74.1K | 0.88% | 22 |
|
|
2023
Q2 | $4.52M | Buy |
17,283
+280
| +2% | +$73.2K | 0.95% | 22 |
|
|
2023
Q1 | $4.25M | Buy |
17,003
+1,979
| +13% | +$495K | 0.94% | 24 |
|
|
2022
Q4 | $3.63M | Buy |
+15,024
| New | +$3.63M | 0.88% | 23 |
|