GIA
Guyasuta Investment 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 | $627K | Buy |
10,113
+248
| +3% | +$15.4K | 0.04% | 149 |
|
|
2025
Q1 | $576K | Buy |
9,865
+45
| +0.5% | +$2.63K | 0.04% | 149 |
|
|
2024
Q4 | $612K | Buy |
9,820
+1,985
| +25% | +$124K | 0.04% | 155 |
|
|
2024
Q3 | $488K | Buy |
7,835
+5,729
| +272% | +$357K | 0.03% | 163 |
|
|
2024
Q2 | $584K | Hold |
2,106
| – | – | 0.04% | 145 |
|
|
2024
Q1 | $584K | Hold |
2,106
| – | – | 0.04% | 145 |
|
|
2023
Q4 | $584K | Sell |
2,106
-80
| -4% | -$22.2K | 0.04% | 145 |
|
|
2023
Q3 | $545K | Sell |
2,186
-56
| -2% | -$14K | 0.04% | 146 |
|
|
2023
Q2 | $586K | Hold |
2,242
| – | – | 0.04% | 143 |
|
|
2023
Q1 | $561K | Hold |
2,242
| – | – | 0.04% | 141 |
|
|
2022
Q4 | $542K | Hold |
2,242
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $492K | Hold |
2,242
| – | – | 0.04% | 138 |
|
|
2022
Q2 | $507K | Buy |
2,242
+89
| +4% | +$20.1K | 0.04% | 166 |
|
|
2022
Q1 | $578K | Hold |
2,153
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $609K | Buy |
2,153
+35
| +2% | +$9.9K | 0.04% | 173 |
|
|
2021
Q3 | $557K | Buy |
2,118
+303
| +17% | +$79.7K | 0.04% | 170 |
|
|
2021
Q2 | $488K | Hold |
1,815
| – | – | 0.04% | 183 |
|
|
2021
Q1 | $472K | Hold |
1,815
| – | – | 0.04% | 175 |
|
|
2020
Q4 | $417K | Hold |
1,815
| – | – | 0.03% | 176 |
|
|
2020
Q3 | $336K | Buy |
1,815
+100
| +6% | +$18.5K | 0.03% | 172 |
|
|
2020
Q2 | $305K | Hold |
1,715
| – | – | 0.03% | 174 |
|
|
2020
Q1 | $247K | Sell |
1,715
-35
| -2% | -$5.04K | 0.03% | 167 |
|
|
2019
Q4 | $360K | Sell |
1,750
-15
| -0.8% | -$3.09K | 0.04% | 170 |
|
|
2019
Q3 | $341K | Hold |
1,765
| – | – | 0.04% | 165 |
|
|
2019
Q2 | $343K | Sell |
1,765
-30
| -2% | -$5.83K | 0.04% | 166 |
|
|
2019
Q1 | $340K | Hold |
1,795
| – | – | 0.04% | 163 |
|
|
2018
Q4 | $298K | Hold |
1,795
| – | – | 0.04% | 165 |
|
|
2018
Q3 | $361K | Hold |
1,795
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $350K | Hold |
1,795
| – | – | 0.04% | 168 |
|
|
2018
Q1 | $337K | Sell |
1,795
-150
| -8% | -$28.2K | 0.04% | 175 |
|
|
2017
Q4 | $369K | Sell |
1,945
-55
| -3% | -$10.4K | 0.04% | 173 |
|
|
2017
Q3 | $358K | Hold |
2,000
| – | – | 0.04% | 165 |
|
|
2017
Q2 | $348K | Buy |
2,000
+150
| +8% | +$26.1K | 0.04% | 161 |
|
|
2017
Q1 | $317K | Hold |
1,850
| – | – | 0.04% | 174 |
|
|
2016
Q4 | $306K | Hold |
1,850
| – | – | 0.04% | 170 |
|
|
2016
Q3 | $286K | Hold |
1,850
| – | – | 0.04% | 177 |
|
|
2016
Q2 | $276K | Sell |
1,850
-15
| -0.8% | -$2.24K | 0.04% | 181 |
|
|
2016
Q1 | $268K | Hold |
1,865
| – | – | 0.04% | 179 |
|
|
2015
Q4 | $259K | Sell |
1,865
-45
| -2% | -$6.25K | 0.04% | 176 |
|
|
2015
Q3 | $260K | Hold |
1,910
| – | – | 0.04% | 180 |
|
|
2015
Q2 | $286K | Sell |
1,910
-135
| -7% | -$20.2K | 0.04% | 185 |
|
|
2015
Q1 | $310K | Sell |
2,045
-145
| -7% | -$22K | 0.04% | 174 |
|
|
2014
Q4 | $317K | Sell |
2,190
-139
| -6% | -$20.1K | 0.04% | 169 |
|
|
2014
Q3 | $318K | Sell |
2,329
-15
| -0.6% | -$2.05K | 0.04% | 169 |
|
|
2014
Q2 | $335K | Sell |
2,344
-76
| -3% | -$10.9K | 0.04% | 163 |
|
|
2014
Q1 | $332K | Sell |
2,420
-111
| -4% | -$15.2K | 0.05% | 157 |
|
|
2013
Q4 | $338K | Hold |
2,531
| – | – | 0.05% | 153 |
|
|
2013
Q3 | $314K | Hold |
2,531
| – | – | 0.05% | 154 |
|
|
2013
Q2 | $292K | Buy |
+2,531
| New | +$292K | 0.05% | 152 |
|