GF
Gries Financial’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 | $4.57M | Sell |
73,608
-1,801
| -2% | -$112K | 0.83% | 18 |
|
|
2025
Q1 | $4.4M | Sell |
75,409
-900
| -1% | -$52.5K | 0.85% | 18 |
|
|
2024
Q4 | $4.75M | Sell |
76,309
-2,439
| -3% | -$152K | 0.84% | 20 |
|
|
2024
Q3 | $4.91M | Sell |
78,748
-2,053
| -3% | -$128K | 0.92% | 19 |
|
|
2024
Q2 | $4.73M | Sell |
80,801
-2,247
| -3% | -$131K | 0.97% | 15 |
|
|
2024
Q1 | $5.04M | Buy |
83,048
+65,903
| +384% | +$4M | 0.84% | 18 |
|
|
2023
Q4 | $4.75M | Sell |
17,145
-743
| -4% | -$206K | 1.04% | 15 |
|
|
2023
Q3 | $4.46M | Buy |
17,888
+57
| +0.3% | +$14.2K | 1.2% | 13 |
|
|
2023
Q2 | $4.66M | Buy |
17,831
+203
| +1% | +$53.1K | 1.29% | 13 |
|
|
2023
Q1 | $4.41M | Sell |
17,628
-234
| -1% | -$58.5K | 1.3% | 13 |
|
|
2022
Q4 | $4.32M | Sell |
17,862
-194
| -1% | -$46.9K | 1.43% | 11 |
|
|
2022
Q3 | $3.96M | Buy |
18,056
+35
| +0.2% | +$7.67K | 1.68% | 8 |
|
|
2022
Q2 | $4.08M | Sell |
18,021
-498
| -3% | -$113K | 1.94% | 7 |
|
|
2022
Q1 | $4.97M | Buy |
18,519
+106
| +0.6% | +$28.4K | 1.83% | 6 |
|
|
2021
Q4 | $5.21M | Buy |
18,413
+1,142
| +7% | +$323K | 2.13% | 7 |
|
|
2021
Q3 | $4.54M | Buy |
17,271
+366
| +2% | +$96.3K | 1.43% | 10 |
|
|
2021
Q2 | $4.52M | Buy |
16,905
+41
| +0.2% | +$11K | 1.45% | 11 |
|
|
2021
Q1 | $4.51M | Buy |
+16,864
| New | +$4.51M | 1.44% | 13 |
|