Hummer Financial Advisory Services’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $525K | Hold |
8,460
| – | – | 0.39% | 54 |
|
|
2025
Q1 | $494K | Buy |
8,460
+250
| +3% | +$14.6K | 0.4% | 52 |
|
|
2024
Q4 | $512K | Hold |
8,210
| – | – | 0.4% | 51 |
|
|
2024
Q3 | $512K | Sell |
8,210
-250
| -3% | -$15.6K | 0.4% | 51 |
|
|
2024
Q2 | $495K | Hold |
8,460
| – | – | 0.43% | 46 |
|
|
2024
Q1 | $514K | Hold |
8,460
| – | – | 0.42% | 47 |
|
|
2023
Q4 | $469K | Hold |
8,460
| – | – | 0.43% | 49 |
|
|
2023
Q3 | $424K | Hold |
8,460
| – | – | 0.43% | 49 |
|
|
2023
Q2 | $442K | Hold |
8,460
| – | – | 0.43% | 50 |
|
|
2023
Q1 | $423K | Hold |
8,460
| – | – | 0.45% | 53 |
|
|
2022
Q4 | $409K | Hold |
8,460
| – | – | 0.45% | 53 |
|
|
2022
Q3 | $371K | Hold |
8,460
| – | – | 0.44% | 56 |
|
|
2022
Q2 | $383K | Hold |
8,460
| – | – | 0.43% | 61 |
|
|
2022
Q1 | $454K | Hold |
8,460
| – | – | 0.41% | 59 |
|
|
2021
Q4 | $479K | Hold |
8,460
| – | – | 0.4% | 55 |
|
|
2021
Q3 | $445K | Hold |
8,460
| – | – | 0.41% | 60 |
|
|
2021
Q2 | $455K | Hold |
8,460
| – | – | 0.42% | 56 |
|
|
2021
Q1 | $440K | Hold |
8,460
| – | – | 0.43% | 59 |
|
|
2020
Q4 | $389K | Sell |
8,460
-250
| -3% | -$11.5K | 0.41% | 61 |
|
|
2020
Q3 | $323K | Buy |
8,710
+250
| +3% | +$9.27K | 0.38% | 64 |
|
|
2020
Q2 | $301K | Hold |
8,460
| – | – | 0.38% | 60 |
|
|
2020
Q1 | $243K | Buy |
+8,460
| New | +$243K | 0.37% | 68 |
|