JMG Financial Group’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

JMG Financial Group’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$969K	Hold	15,618	–	–	0.03%	72
2025 Q1	$911K	Sell	15,618 -1,650	-10%	-$96.3K	0.03%	68
2024 Q4	$1.08M	Buy	17,268 +2,926	+20%	+$182K	0.04%	68
2024 Q3	$894K	Buy	14,342 +4,885	+52%	+$304K	0.03%	72
2024 Q2	$553K	Buy	9,457 +502	+6%	+$29.4K	0.02%	81
2024 Q1	$544K	Buy	8,955 +30	+0.3%	+$1.82K	0.02%	83
2023 Q4	$495K	Buy	8,925 +1,650	+23%	+$91.5K	0.02%	87
2023 Q3	$363K	Sell	7,275 -75	-1%	-$3.74K	0.02%	88
2023 Q2	$384K	Buy	7,350 +160	+2%	+$8.36K	0.02%	88
2023 Q1	$360K	Hold	7,190	–	–	0.02%	88
2022 Q4	$348K	Hold	7,190	–	–	0.02%	84
2022 Q3	$315K	Sell	7,190 -2,325	-24%	-$102K	0.02%	82
2022 Q2	$431K	Sell	9,515 -63,795	-87%	-$2.89M	0.03%	72
2022 Q1	$3.93M	Buy	73,310 +59,500	+431%	+$3.19M	0.2%	32
2021 Q4	$782K	Hold	13,810	–	–	0.04%	56
2021 Q3	$727K	Hold	13,810	–	–	0.04%	56
2021 Q2	$742K	Buy	13,810 +2,600	+23%	+$140K	0.04%	57
2021 Q1	$584K	Hold	11,210	–	–	0.04%	53
2020 Q4	$515K	Buy	11,210 +1,090	+11%	+$50.1K	0.04%	54
2020 Q3	$375K	Sell	10,120 -600	-6%	-$22.2K	0.03%	57
2020 Q2	$381K	Hold	10,720	–	–	0.03%	59
2020 Q1	$308K	Sell	10,720 -4,350	-29%	-$125K	0.03%	61
2019 Q4	$620K	Buy	15,070 +3,065	+26%	+$126K	0.06%	53
2019 Q3	$464K	Buy	12,005 +1,405	+13%	+$54.3K	0.05%	56
2019 Q2	$412K	Hold	10,600	–	–	0.04%	57
2019 Q1	$402K	Sell	10,600 -125	-1%	-$4.74K	0.05%	57
2018 Q4	$356K	Buy	+10,725	New	+$356K	0.04%	57
2017 Q4	–	Sell	-6,350	Closed	-$227K	–	64
2017 Q3	$227K	Hold	6,350	–	–	0.03%	52
2017 Q2	$221K	Hold	6,350	–	–	0.03%	53
2017 Q1	$217K	Hold	6,350	–	–	0.03%	54
2016 Q4	$210K	Buy	+6,350	New	+$210K	0.03%	53
2015 Q2	–	Sell	-6,645	Closed	-$202K	–	58
2015 Q1	$202K	Buy	+6,645	New	+$202K	0.05%	56
2014 Q3	–	Sell	-7,035	Closed	-$201K	–	56
2014 Q2	$201K	Sell	7,035 -445	-6%	-$12.7K	0.06%	54
2014 Q1	$206K	Buy	+7,480	New	+$206K	0.06%	53