Haverford Financial Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Haverford Financial Services’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$496K	Hold	8,000	–	–	0.15%	39
2025 Q1	$467K	Hold	8,000	–	–	0.14%	38
2024 Q4	$498K	Hold	8,000	–	–	0.15%	37
2024 Q3	$499K	Hold	8,000	–	–	0.14%	37
2024 Q2	$468K	Hold	8,000	–	–	0.14%	37
2024 Q1	$486K	Hold	8,000	–	–	0.14%	37
2023 Q4	$443K	Hold	8,000	–	–	0.13%	36
2023 Q3	$399K	Hold	8,000	–	–	0.13%	35
2023 Q2	$418K	Hold	8,000	–	–	0.12%	35
2023 Q1	$400K	Hold	8,000	–	–	0.13%	35
2022 Q4	$387K	Buy	8,000 +2,250	+39%	+$109K	0.11%	60
2022 Q3	$252K	Hold	5,750	–	–	0.08%	63
2022 Q2	$260K	Hold	5,750	–	–	0.08%	65
2022 Q1	$309K	Buy	5,750 +1,225	+27%	+$65.8K	0.08%	63
2021 Q4	$256K	Hold	4,525	–	–	0.06%	68
2021 Q3	$238K	Sell	4,525 -3,050	-40%	-$160K	0.06%	69
2021 Q2	$407K	Hold	7,575	–	–	0.1%	59
2021 Q1	$394K	Hold	7,575	–	–	0.1%	55
2020 Q4	$348K	Sell	7,575 -700	-8%	-$32.2K	0.09%	56
2020 Q3	$307K	Buy	8,275 +1,450	+21%	+$53.8K	0.09%	60
2020 Q2	$243K	Buy	+6,825	New	+$243K	0.08%	60
2020 Q1	–	Sell	-6,825	Closed	-$281K	–	71
2019 Q4	$281K	Hold	6,825	–	–	0.09%	64
2019 Q3	$264K	Hold	6,825	–	–	0.09%	63
2019 Q2	$265K	Hold	6,825	–	–	0.09%	64
2019 Q1	$259K	Hold	6,825	–	–	0.09%	61
2018 Q4	$227K	Hold	6,825	–	–	0.09%	61
2018 Q3	$275K	Hold	6,825	–	–	0.1%	67
2018 Q2	$266K	Sell	6,825 -950	-12%	-$37K	0.1%	68
2018 Q1	$292K	Sell	7,775 -3,725	-32%	-$140K	0.11%	68
2017 Q4	$436K	Hold	11,500	–	–	0.16%	50
2017 Q3	$411K	Hold	11,500	–	–	0.16%	48
2017 Q2	$400K	Hold	11,500	–	–	0.16%	39
2017 Q1	$394K	Hold	11,500	–	–	0.16%	40
2016 Q4	$380K	Hold	11,500	–	–	0.16%	40
2016 Q3	$356K	Hold	11,500	–	–	0.15%	41
2016 Q2	$344K	Hold	11,500	–	–	0.15%	42
2016 Q1	$332K	Hold	11,500	–	–	0.14%	43
2015 Q4	$320K	Buy	+11,500	New	+$320K	0.14%	39