HFS
Howard Financial Services’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 | $554K | Sell |
8,933
-38,615
| -81% | -$2.39M | 0.07% | 92 |
|
|
2025
Q1 | $2.77M | Buy |
47,548
+20
| +0% | +$1.17K | 0.38% | 38 |
|
|
2024
Q4 | $2.96M | Buy |
47,528
+38,655
| +436% | +$2.41M | 0.4% | 36 |
|
|
2024
Q3 | $553K | Sell |
8,873
-3,010
| -25% | -$188K | 0.08% | 86 |
|
|
2024
Q2 | $695K | Sell |
11,883
-930
| -7% | -$54.4K | 0.11% | 68 |
|
|
2024
Q1 | $778K | Buy |
12,813
+10,222
| +395% | +$621K | 0.13% | 64 |
|
|
2023
Q4 | $718K | Buy |
2,591
+109
| +4% | +$30.2K | 0.14% | 63 |
|
|
2023
Q3 | $619K | Sell |
2,482
-11
| -0.4% | -$2.74K | 0.14% | 63 |
|
|
2023
Q2 | $652K | Buy |
2,493
+121
| +5% | +$31.6K | 0.16% | 63 |
|
|
2023
Q1 | $593K | Buy |
2,372
+17
| +0.7% | +$4.25K | 0.14% | 63 |
|
|
2022
Q4 | $570K | Sell |
2,355
-49
| -2% | -$11.9K | 0.15% | 63 |
|
|
2022
Q3 | $527K | Buy |
2,404
+26
| +1% | +$5.7K | 0.17% | 60 |
|
|
2022
Q2 | $538K | Buy |
2,378
+7
| +0.3% | +$1.58K | 0.18% | 49 |
|
|
2022
Q1 | $636K | Hold |
2,371
| – | – | 0.19% | 45 |
|
|
2021
Q4 | $671K | Hold |
2,371
| – | – | 0.2% | 42 |
|
|
2021
Q3 | $624K | Hold |
2,371
| – | – | 0.23% | 45 |
|
|
2021
Q2 | $637K | Hold |
2,371
| – | – | 0.25% | 45 |
|
|
2021
Q1 | $617K | Buy |
+2,371
| New | +$617K | 0.28% | 40 |
|