IA
IFG 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 | $14.8M | Buy |
239,078
+43,660
| +22% | +$2.71M | 2.49% | 9 |
|
|
2025
Q1 | $11.4M | Buy |
195,418
+27,163
| +16% | +$1.58M | 2.2% | 12 |
|
|
2024
Q4 | $10.5M | Buy |
168,255
+10,658
| +7% | +$664K | 2.08% | 13 |
|
|
2024
Q3 | $9.82M | Buy |
157,597
+8,301
| +6% | +$517K | 2.1% | 14 |
|
|
2024
Q2 | $8.74M | Buy |
149,296
+16,562
| +12% | +$969K | 2.06% | 13 |
|
|
2024
Q1 | $8.06M | Buy |
132,734
+107,605
| +428% | +$6.54M | 2.09% | 12 |
|
|
2023
Q4 | $6.96M | Buy |
25,129
+1,898
| +8% | +$526K | 2.04% | 13 |
|
|
2023
Q3 | $5.79M | Buy |
23,231
+332
| +1% | +$82.8K | 2.06% | 14 |
|
|
2023
Q2 | $5.99M | Buy |
22,899
+2,915
| +15% | +$762K | 2.12% | 14 |
|
|
2023
Q1 | $5M | Buy |
19,984
+2,837
| +17% | +$710K | 1.97% | 14 |
|
|
2022
Q4 | $4.15M | Buy |
17,147
+3,523
| +26% | +$852K | 1.81% | 14 |
|
|
2022
Q3 | $2.99M | Sell |
13,624
-873
| -6% | -$191K | 1.51% | 15 |
|
|
2022
Q2 | $3.28M | Buy |
14,497
+2,566
| +22% | +$581K | 1.66% | 15 |
|
|
2022
Q1 | $3.2M | Buy |
11,931
+1,735
| +17% | +$466K | 1.41% | 15 |
|
|
2021
Q4 | $2.89M | Buy |
10,196
+1,876
| +23% | +$531K | 1.22% | 17 |
|
|
2021
Q3 | $2.19M | Buy |
8,320
+2,985
| +56% | +$785K | 1% | 17 |
|
|
2021
Q2 | $1.43M | Buy |
5,335
+2,543
| +91% | +$684K | 0.68% | 19 |
|
|
2021
Q1 | $727K | Buy |
2,792
+610
| +28% | +$159K | 0.4% | 34 |
|
|
2020
Q4 | $501K | Buy |
2,182
+245
| +13% | +$56.3K | 0.31% | 47 |
|
|
2020
Q3 | $361K | Buy |
1,937
+426
| +28% | +$79.4K | 0.26% | 53 |
|
|
2020
Q2 | $269K | Buy |
1,511
+103
| +7% | +$18.3K | 0.21% | 64 |
|
|
2020
Q1 | $203K | Buy |
+1,408
| New | +$203K | 0.2% | 80 |
|