JBA
Johnson Bixby & Associates’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 | $576K | Sell |
9,291
-127
| -1% | -$7.88K | 0.08% | 60 |
|
|
2025
Q1 | $550K | Sell |
9,418
-203
| -2% | -$11.8K | 0.08% | 62 |
|
|
2024
Q4 | $599K | Sell |
9,621
-2,304
| -19% | -$144K | 0.09% | 59 |
|
|
2024
Q3 | $743K | Sell |
11,925
-2,128
| -15% | -$133K | 0.11% | 52 |
|
|
2024
Q2 | $822K | Sell |
14,053
-1,190
| -8% | -$69.6K | 0.14% | 49 |
|
|
2024
Q1 | $926K | Buy |
15,243
+11,955
| +364% | +$726K | 0.16% | 46 |
|
|
2023
Q4 | $911K | Sell |
3,288
-449
| -12% | -$124K | 0.17% | 47 |
|
|
2023
Q3 | $932K | Sell |
3,737
-157
| -4% | -$39.2K | 0.19% | 44 |
|
|
2023
Q2 | $1.02M | Sell |
3,894
-190
| -5% | -$49.7K | 0.21% | 43 |
|
|
2023
Q1 | $1.02M | Sell |
4,084
-70
| -2% | -$17.5K | 0.23% | 44 |
|
|
2022
Q4 | $1M | Sell |
4,154
-86
| -2% | -$20.8K | 0.23% | 44 |
|
|
2022
Q3 | $930K | Sell |
4,240
-646
| -13% | -$142K | 0.23% | 43 |
|
|
2022
Q2 | $1.11M | Sell |
4,886
-188
| -4% | -$42.5K | 0.27% | 38 |
|
|
2022
Q1 | $1.36M | Sell |
5,074
-201
| -4% | -$54K | 0.35% | 32 |
|
|
2021
Q4 | $1.49M | Buy |
5,275
+163
| +3% | +$46.1K | 0.4% | 29 |
|
|
2021
Q3 | $1.35M | Sell |
5,112
-37
| -0.7% | -$9.74K | 0.39% | 29 |
|
|
2021
Q2 | $1.37M | Sell |
5,149
-814
| -14% | -$217K | 0.4% | 29 |
|
|
2021
Q1 | $1.55M | Sell |
5,963
-876
| -13% | -$228K | 0.49% | 27 |
|
|
2020
Q4 | $1.57M | Buy |
+6,839
| New | +$1.57M | 0.52% | 27 |
|