IAN
Integrated Advisors Network’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 | $13.7M | Sell |
221,335
-33,386
| -13% | -$2.07M | 0.62% | 28 |
|
|
2025
Q1 | $14.9M | Sell |
254,721
-271,947
| -52% | -$15.9M | 0.75% | 18 |
|
|
2024
Q4 | $32.8M | Sell |
526,668
-37,949
| -7% | -$2.36M | 1.57% | 10 |
|
|
2024
Q3 | $35.2M | Buy |
564,617
+2,894
| +0.5% | +$180K | 1.66% | 6 |
|
|
2024
Q2 | $32.9M | Sell |
561,723
-33,463
| -6% | -$1.96M | 1.68% | 7 |
|
|
2024
Q1 | $36.2M | Buy |
595,186
+460,103
| +341% | +$27.9M | 1.84% | 6 |
|
|
2023
Q4 | $37.4M | Sell |
135,083
-928
| -0.7% | -$257K | 2.12% | 4 |
|
|
2023
Q3 | $33.9M | Sell |
136,011
-3,982
| -3% | -$993K | 2.07% | 5 |
|
|
2023
Q2 | $36.6M | Buy |
139,993
+8,249
| +6% | +$2.16M | 2.11% | 4 |
|
|
2023
Q1 | $33M | Buy |
131,744
+1,897
| +1% | +$475K | 1.98% | 5 |
|
|
2022
Q4 | $31.4M | Buy |
129,847
+27,650
| +27% | +$6.69M | 2.02% | 4 |
|
|
2022
Q3 | $22.4M | Buy |
102,197
+13,015
| +15% | +$2.85M | 1.52% | 6 |
|
|
2022
Q2 | $20.2M | Sell |
89,182
-1,361
| -2% | -$308K | 1.31% | 6 |
|
|
2022
Q1 | $24.3M | Buy |
90,543
+15,415
| +21% | +$4.14M | 1.42% | 9 |
|
|
2021
Q4 | $21.3M | Buy |
75,128
+2,848
| +4% | +$806K | 1.25% | 12 |
|
|
2021
Q3 | $19M | Buy |
72,280
+8,310
| +13% | +$2.19M | 1.26% | 12 |
|
|
2021
Q2 | $17.2M | Buy |
63,970
+12,370
| +24% | +$3.32M | 1.27% | 12 |
|
|
2021
Q1 | $13.4M | Sell |
51,600
-3,148
| -6% | -$819K | 1.23% | 13 |
|
|
2020
Q4 | $12.6M | Sell |
54,748
-970
| -2% | -$223K | 1.38% | 10 |
|
|
2020
Q3 | $10.3M | Sell |
55,718
-3,521
| -6% | -$652K | 1.31% | 14 |
|
|
2020
Q2 | $10.5M | Buy |
59,239
+39,525
| +200% | +$7.03M | 1.23% | 15 |
|
|
2020
Q1 | $2.84M | Buy |
19,714
+13,318
| +208% | +$1.92M | 0.56% | 47 |
|
|
2019
Q4 | $1.32M | Buy |
+6,396
| New | +$1.32M | 0.18% | 163 |
|