JFS Wealth Advisors’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 | $43.1M | Sell |
695,131
-3,137
| -0.4% | -$195K | 2.74% | 8 |
|
|
2025
Q1 | $40.7M | Sell |
698,268
-333
| -0% | -$19.4K | 2.76% | 9 |
|
|
2024
Q4 | $43.5M | Buy |
698,601
+10,040
| +1% | +$626K | 2.97% | 8 |
|
|
2024
Q3 | $42.9M | Buy |
688,561
+17,556
| +3% | +$1.09M | 2.87% | 8 |
|
|
2024
Q2 | $39.3M | Sell |
671,005
-3,097
| -0.5% | -$181K | 3.1% | 7 |
|
|
2024
Q1 | $40.9M | Sell |
674,102
-39,788
| -6% | -$2.42M | 3.25% | 7 |
|
|
2023
Q4 | $39.6M | Buy |
713,890
+6,205
| +0.9% | +$344K | 3.36% | 7 |
|
|
2023
Q3 | $35.3M | Buy |
707,685
+10,495
| +2% | +$523K | 3.33% | 7 |
|
|
2023
Q2 | $36.5M | Buy |
697,190
+1,295
| +0.2% | +$67.7K | 3.28% | 7 |
|
|
2023
Q1 | $34.8M | Sell |
695,895
-11,645
| -2% | -$583K | 3.28% | 7 |
|
|
2022
Q4 | $34.2M | Buy |
707,540
+4,330
| +0.6% | +$209K | 3.35% | 7 |
|
|
2022
Q3 | $30.8M | Sell |
703,210
-2,745
| -0.4% | -$120K | 3.38% | 7 |
|
|
2022
Q2 | $31.9M | Buy |
705,955
+3,845
| +0.5% | +$174K | 3.37% | 7 |
|
|
2022
Q1 | $37.7M | Buy |
702,110
+9,280
| +1% | +$498K | 3.56% | 6 |
|
|
2021
Q4 | $39.2M | Buy |
692,830
+27,865
| +4% | +$1.58M | 3.7% | 6 |
|
|
2021
Q3 | $35M | Buy |
664,965
+294,825
| +80% | +$15.5M | 3.59% | 7 |
|
|
2021
Q2 | $19.9M | Sell |
370,140
-3,345
| -0.9% | -$180K | 2.97% | 7 |
|
|
2021
Q1 | $19.4M | Sell |
373,485
-470
| -0.1% | -$24.5K | 3.97% | 5 |
|
|
2020
Q4 | $17.2M | Buy |
373,955
+25,115
| +7% | +$1.15M | 3.61% | 5 |
|
|
2020
Q3 | $12.9M | Sell |
348,840
-12,495
| -3% | -$463K | 3.07% | 6 |
|
|
2020
Q2 | $12.9M | Sell |
361,335
-27,005
| -7% | -$960K | 3.33% | 6 |
|
|
2020
Q1 | $11.2M | Sell |
388,340
-13,960
| -3% | -$402K | 3.35% | 6 |
|
|
2019
Q4 | $16.6M | Sell |
402,300
-1,540
| -0.4% | -$63.4K | 4.08% | 5 |
|
|
2019
Q3 | $15.6M | Sell |
403,840
-21,305
| -5% | -$823K | 3.98% | 5 |
|
|
2019
Q2 | $16.5M | Sell |
425,145
-28,580
| -6% | -$1.11M | 4.18% | 5 |
|
|
2019
Q1 | $17.2M | Sell |
453,725
-4,620
| -1% | -$175K | 4.48% | 5 |
|
|
2018
Q4 | $15.2M | Sell |
458,345
-20,415
| -4% | -$678K | 4.08% | 5 |
|
|
2018
Q3 | $19.3M | Sell |
478,760
-26,770
| -5% | -$1.08M | 4.96% | 5 |
|
|
2018
Q2 | $19.7M | Sell |
505,530
-4,570
| -0.9% | -$178K | 5.18% | 4 |
|
|
2018
Q1 | $19.1M | Sell |
510,100
-10,910
| -2% | -$409K | 5.05% | 4 |
|
|
2017
Q4 | $19.8M | Buy |
521,010
+4,325
| +0.8% | +$164K | 4.84% | 4 |
|
|
2017
Q3 | $18.5M | Buy |
516,685
+6,135
| +1% | +$220K | 4.78% | 4 |
|
|
2017
Q2 | $17.8M | Sell |
510,550
-13,080
| -2% | -$455K | 4.88% | 5 |
|
|
2017
Q1 | $17.3M | Hold |
523,630
| – | – | 4.69% | 4 |
|
|
2016
Q4 | $17.3M | Buy |
523,630
+34,020
| +7% | +$1.12M | 4.69% | 4 |
|
|
2016
Q3 | $15M | Sell |
489,610
-2,760
| -0.6% | -$84.8K | 4.3% | 5 |
|
|
2016
Q2 | $14.7M | Sell |
492,370
-7,555
| -2% | -$226K | 4.06% | 5 |
|
|
2016
Q1 | $14.4M | Buy |
499,925
+6,865
| +1% | +$198K | 4.25% | 6 |
|
|
2015
Q4 | $13.7M | Buy |
493,060
+380,355
| +337% | +$10.6M | 3.96% | 6 |
|
|
2015
Q3 | $3.08M | Buy |
112,705
+108,410
| +2,524% | +$2.96M | 1.36% | 21 |
|
|
2015
Q2 | $129K | Buy |
4,295
+2,140
| +99% | +$64.3K | 0.07% | 111 |
|
|
2015
Q1 | $66K | Sell |
2,155
-145
| -6% | -$4.44K | 0.03% | 157 |
|
|
2014
Q4 | $67K | Sell |
2,300
-1,815
| -44% | -$52.9K | 0.01% | 156 |
|
|
2014
Q3 | $113K | Buy |
4,115
+2,070
| +101% | +$56.8K | 0.02% | 115 |
|
|
2014
Q2 | $59K | Buy |
+2,045
| New | +$59K | 0.01% | 168 |
|