IAA
Independent Advisor Alliance’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 | $1.77M | Sell |
28,545
-987
| -3% | -$61.2K | 0.05% | 306 |
|
|
2025
Q1 | $1.72M | Sell |
29,532
-470,556
| -94% | -$27.5M | 0.06% | 278 |
|
|
2024
Q4 | $31.2M | Buy |
500,088
+469,566
| +1,538% | +$29.3M | 0.41% | 48 |
|
|
2024
Q3 | $1.9M | Sell |
30,522
-6,419
| -17% | -$400K | 0.07% | 232 |
|
|
2024
Q2 | $2.16M | Buy |
36,941
+12,798
| +53% | +$749K | 0.07% | 211 |
|
|
2024
Q1 | $1.47M | Buy |
24,143
+19,598
| +431% | +$1.19M | 0.05% | 263 |
|
|
2023
Q4 | $1.26M | Sell |
4,545
-150
| -3% | -$41.6K | 0.05% | 271 |
|
|
2023
Q3 | $1.17M | Sell |
4,695
-554
| -11% | -$138K | 0.05% | 273 |
|
|
2023
Q2 | $1.37M | Buy |
5,249
+2,110
| +67% | +$552K | 0.06% | 261 |
|
|
2023
Q1 | $785K | Sell |
3,139
-73
| -2% | -$18.3K | 0.04% | 330 |
|
|
2022
Q4 | $777K | Sell |
3,212
-245
| -7% | -$59.3K | 0.27% | 53 |
|
|
2022
Q3 | $758K | Sell |
3,457
-69
| -2% | -$15.1K | 0.04% | 296 |
|
|
2022
Q2 | $798K | Sell |
3,526
-639
| -15% | -$145K | 0.04% | 304 |
|
|
2022
Q1 | $1.12M | Sell |
4,165
-437
| -9% | -$117K | 0.05% | 265 |
|
|
2021
Q4 | $1.3M | Sell |
4,602
-3
| -0.1% | -$849 | 0.06% | 235 |
|
|
2021
Q3 | $1.21M | Buy |
4,605
+11
| +0.2% | +$2.89K | 0.07% | 236 |
|
|
2021
Q2 | $1.24M | Buy |
4,594
+613
| +15% | +$165K | 0.07% | 234 |
|
|
2021
Q1 | $1.04M | Buy |
3,981
+47
| +1% | +$12.2K | 0.06% | 254 |
|
|
2020
Q4 | $904K | Sell |
3,934
-1,752
| -31% | -$403K | 0.06% | 231 |
|
|
2020
Q3 | $1.1M | Sell |
5,686
-685
| -11% | -$132K | 0.08% | 169 |
|
|
2020
Q2 | $1.21M | Buy |
6,371
+55
| +0.9% | +$10.4K | 0.13% | 130 |
|
|
2020
Q1 | $909K | Sell |
6,316
-151,048
| -96% | -$21.7M | 0.13% | 132 |
|
|
2019
Q4 | $32.4M | Buy |
157,364
+147,116
| +1,436% | +$30.3M | 1.41% | 9 |
|
|
2019
Q3 | $2.04M | Buy |
+10,248
| New | +$2.04M | 0.25% | 92 |
|
|
2019
Q2 | – | Sell |
-7,804
| Closed | -$1.48M | – | 432 |
|
|
2019
Q1 | $1.48M | Buy |
7,804
+2,112
| +37% | +$400K | 0.21% | 107 |
|
|
2018
Q4 | $1.06M | Buy |
+5,692
| New | +$1.06M | 0.19% | 114 |
|
|
2018
Q2 | – | Sell |
-4,901
| Closed | -$819K | – | 365 |
|
|
2018
Q1 | $819K | Buy |
+4,901
| New | +$819K | 0.18% | 131 |
|
|
2017
Q2 | – | Sell |
-30,693
| Closed | -$5.18M | – | 307 |
|
|
2017
Q1 | $5.18M | Buy |
+30,693
| New | +$5.18M | 0.82% | 25 |
|