GCA
Greenwood Capital Associates’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 | $7.84M | Sell |
126,436
-11,875
| -9% | -$736K | 0.98% | 26 |
|
|
2025
Q1 | $8.07M | Buy |
138,311
+74,746
| +118% | +$4.36M | 1.09% | 24 |
|
|
2024
Q4 | $3.96M | Buy |
63,565
+1,732
| +3% | +$108K | 0.52% | 63 |
|
|
2024
Q3 | $3.85M | Buy |
61,833
+3,810
| +7% | +$237K | 0.5% | 64 |
|
|
2024
Q2 | $3.4M | Buy |
58,023
+51,463
| +784% | +$3.01M | 0.45% | 71 |
|
|
2024
Q1 | $398K | Buy |
6,560
+4,697
| +252% | +$285K | 0.05% | 212 |
|
|
2023
Q4 | $516K | Buy |
1,863
+488
| +35% | +$135K | 0.07% | 189 |
|
|
2023
Q3 | $343K | Buy |
1,375
+235
| +21% | +$58.6K | 0.05% | 215 |
|
|
2023
Q2 | $298K | Sell |
1,140
-317
| -22% | -$82.9K | 0.04% | 220 |
|
|
2023
Q1 | $364K | Sell |
1,457
-1,755
| -55% | -$439K | 0.05% | 207 |
|
|
2022
Q4 | $777K | Buy |
3,212
+1,821
| +131% | +$440K | 0.13% | 135 |
|
|
2022
Q3 | $305K | Sell |
1,391
-3
| -0.2% | -$658 | 0.05% | 202 |
|
|
2022
Q2 | $315K | Buy |
1,394
+22
| +2% | +$4.97K | 0.05% | 192 |
|
|
2022
Q1 | $368K | Sell |
1,372
-2,450
| -64% | -$657K | 0.1% | 127 |
|
|
2021
Q4 | $1.08M | Buy |
3,822
+2,570
| +205% | +$728K | 0.15% | 116 |
|
|
2021
Q3 | $329K | Buy |
1,252
+25
| +2% | +$6.57K | 0.05% | 189 |
|
|
2021
Q2 | $330K | Hold |
1,227
| – | – | 0.05% | 196 |
|
|
2021
Q1 | $319K | Sell |
1,227
-153
| -11% | -$39.8K | 0.05% | 198 |
|
|
2020
Q4 | $317K | Sell |
1,380
-2,190
| -61% | -$503K | 0.05% | 182 |
|
|
2020
Q3 | $662K | Buy |
3,570
+1,030
| +41% | +$191K | 0.13% | 104 |
|
|
2020
Q2 | $452K | Hold |
2,540
| – | – | 0.1% | 104 |
|
|
2020
Q1 | $365K | Sell |
2,540
-110
| -4% | -$15.8K | 0.11% | 91 |
|
|
2019
Q4 | $545K | Hold |
2,650
| – | – | 0.11% | 104 |
|
|
2019
Q3 | $512K | Hold |
2,650
| – | – | 0.12% | 96 |
|
|
2019
Q2 | $515K | Hold |
2,650
| – | – | 0.13% | 100 |
|
|
2019
Q1 | $502K | Sell |
2,650
-25
| -0.9% | -$4.74K | 0.13% | 96 |
|
|
2018
Q4 | $444K | Hold |
2,675
| – | – | 0.12% | 103 |
|
|
2018
Q3 | $538K | Sell |
2,675
-28,190
| -91% | -$5.67M | 0.12% | 102 |
|
|
2018
Q2 | $6.01M | Buy |
30,865
+28,192
| +1,055% | +$5.49M | 1.39% | 28 |
|
|
2018
Q1 | $501K | Sell |
2,673
-122
| -4% | -$22.9K | 0.12% | 106 |
|
|
2017
Q4 | $530K | Hold |
2,795
| – | – | 0.12% | 112 |
|
|
2017
Q3 | $500K | Sell |
2,795
-10
| -0.4% | -$1.79K | 0.12% | 109 |
|
|
2017
Q2 | $488K | Hold |
2,805
| – | – | 0.13% | 107 |
|
|
2017
Q1 | $480K | Hold |
2,805
| – | – | 0.13% | 113 |
|
|
2016
Q4 | $464K | Sell |
2,805
-285
| -9% | -$47.1K | 0.13% | 102 |
|
|
2016
Q3 | $478K | Sell |
3,090
-15
| -0.5% | -$2.32K | 0.15% | 98 |
|
|
2016
Q2 | $464K | Sell |
3,105
-375
| -11% | -$56K | 0.14% | 101 |
|
|
2016
Q1 | $502K | Sell |
3,480
-2,100
| -38% | -$303K | 0.16% | 98 |
|
|
2015
Q4 | $777K | Sell |
5,580
-2,430
| -30% | -$338K | 0.25% | 81 |
|
|
2015
Q3 | $1.09M | Sell |
8,010
-1,740
| -18% | -$238K | 0.39% | 72 |
|
|
2015
Q2 | $1.46M | Sell |
9,750
-14,405
| -60% | -$2.16M | 0.44% | 76 |
|
|
2015
Q1 | $3.67M | Sell |
24,155
-1,956
| -7% | -$297K | 1.05% | 41 |
|
|
2014
Q4 | $3.78M | Sell |
26,111
-2,070
| -7% | -$300K | 1.09% | 42 |
|
|
2014
Q3 | $3.85M | Sell |
28,181
-945
| -3% | -$129K | 1.18% | 35 |
|
|
2014
Q2 | $4.17M | Sell |
29,126
-565
| -2% | -$80.8K | 1.29% | 28 |
|
|
2014
Q1 | $4.08M | Buy |
29,691
+1,005
| +4% | +$138K | 1.31% | 24 |
|
|
2013
Q4 | $3.84M | Buy |
28,686
+2,132
| +8% | +$285K | 1.19% | 32 |
|
|
2013
Q3 | $3.3M | Buy |
+26,554
| New | +$3.3M | 1.16% | 38 |
|