IDA
Intelligence Driven Advisers’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 | $511K | Hold |
8,240
| – | – | 0.08% | 64 |
|
|
2025
Q1 | $481K | Hold |
8,240
| – | – | 0.09% | 58 |
|
|
2024
Q4 | $513K | Sell |
8,240
-3,450
| -30% | -$215K | 0.1% | 55 |
|
|
2024
Q3 | $729K | Sell |
11,690
-30
| -0.3% | -$1.87K | 0.1% | 52 |
|
|
2024
Q2 | $686K | Buy |
11,720
+30
| +0.3% | +$1.76K | 0.1% | 56 |
|
|
2024
Q1 | $710K | Buy |
11,690
+9,334
| +396% | +$567K | 0.1% | 53 |
|
|
2023
Q4 | $642K | Sell |
2,356
-65
| -3% | -$17.7K | 0.1% | 46 |
|
|
2023
Q3 | $589K | Hold |
2,421
| – | – | 0.1% | 47 |
|
|
2023
Q2 | $623K | Hold |
2,421
| – | – | 0.11% | 51 |
|
|
2023
Q1 | $591K | Buy |
2,421
+1,253
| +107% | +$306K | 0.11% | 50 |
|
|
2022
Q4 | $290K | Hold |
1,168
| – | – | 0.05% | 78 |
|
|
2022
Q3 | $271K | Sell |
1,168
-131
| -10% | -$30.4K | 0.05% | 89 |
|
|
2022
Q2 | $295K | Hold |
1,299
| – | – | 0.06% | 82 |
|
|
2022
Q1 | $339K | Sell |
1,299
-31
| -2% | -$8.09K | 0.06% | 73 |
|
|
2021
Q4 | $344K | Sell |
1,330
-415
| -24% | -$107K | 0.06% | 69 |
|
|
2021
Q3 | $465K | Sell |
1,745
-80
| -4% | -$21.3K | 0.1% | 50 |
|
|
2021
Q2 | $491K | Buy |
1,825
+53
| +3% | +$14.3K | 0.1% | 63 |
|
|
2021
Q1 | $461K | Sell |
1,772
-3,375
| -66% | -$878K | 0.1% | 54 |
|
|
2020
Q4 | $1.18M | Buy |
5,147
+893
| +21% | +$205K | 0.27% | 41 |
|
|
2020
Q3 | $788K | Sell |
4,254
-51,479
| -92% | -$9.54M | 0.18% | 39 |
|
|
2020
Q2 | $9.91M | Buy |
55,733
+3,095
| +6% | +$550K | 3.51% | 8 |
|
|
2020
Q1 | $7.57M | Buy |
52,638
+11,387
| +28% | +$1.64M | 3.51% | 8 |
|
|
2019
Q4 | $8.49M | Buy |
41,251
+4,791
| +13% | +$986K | 3.85% | 8 |
|
|
2019
Q3 | $7.05M | Buy |
36,460
+12,485
| +52% | +$2.41M | 3.33% | 9 |
|
|
2019
Q2 | $4.66M | Buy |
23,975
+22,873
| +2,076% | +$4.44M | 2.21% | 15 |
|
|
2019
Q1 | $209K | Buy |
+1,102
| New | +$209K | 0.11% | 91 |
|