JF
JSF Financial’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 | $10.5M | Buy |
169,050
+11,523
| +7% | +$715K | 2.49% | 9 |
|
|
2025
Q1 | $9.19M | Sell |
157,527
-569
| -0.4% | -$33.2K | 2.42% | 9 |
|
|
2024
Q4 | $9.85M | Sell |
158,096
-9,434
| -6% | -$588K | 2.63% | 9 |
|
|
2024
Q3 | $10.4M | Sell |
167,530
-121,844
| -42% | -$7.59M | 3.05% | 9 |
|
|
2024
Q2 | $16.9M | Sell |
289,374
-39,437
| -12% | -$2.31M | 5.19% | 5 |
|
|
2024
Q1 | $20M | Buy |
328,811
+262,643
| +397% | +$16M | 6.25% | 2 |
|
|
2023
Q4 | $18.3M | Buy |
66,168
+1,755
| +3% | +$486K | 6.36% | 3 |
|
|
2023
Q3 | $16.1M | Buy |
64,413
+48,379
| +302% | +$12.1M | 6.22% | 3 |
|
|
2023
Q2 | $4.19M | Sell |
16,034
-289
| -2% | -$75.6K | 1.48% | 20 |
|
|
2023
Q1 | $4.08M | Sell |
16,323
-25,163
| -61% | -$6.29M | 1.53% | 19 |
|
|
2022
Q4 | $10M | Buy |
41,486
+537
| +1% | +$130K | 3.75% | 6 |
|
|
2022
Q3 | $8.98M | Buy |
40,949
+6,369
| +18% | +$1.4M | 3.41% | 8 |
|
|
2022
Q2 | $7.82M | Buy |
34,580
+6,147
| +22% | +$1.39M | 3.54% | 7 |
|
|
2022
Q1 | $7.63M | Buy |
28,433
+24,258
| +581% | +$6.51M | 3.25% | 9 |
|
|
2021
Q4 | $1.18M | Buy |
4,175
+466
| +13% | +$132K | 0.58% | 25 |
|
|
2021
Q3 | $976K | Sell |
3,709
-237
| -6% | -$62.4K | 0.48% | 26 |
|
|
2021
Q2 | $1.06M | Sell |
3,946
-1,006
| -20% | -$270K | 0.62% | 21 |
|
|
2021
Q1 | $1.29M | Sell |
4,952
-694
| -12% | -$181K | 0.81% | 21 |
|
|
2020
Q4 | $1.3M | Sell |
5,646
-896
| -14% | -$206K | 0.91% | 19 |
|
|
2020
Q3 | $1.21M | Sell |
6,542
-135
| -2% | -$25K | 0.95% | 17 |
|
|
2020
Q2 | $1.19M | Sell |
6,677
-3,481
| -34% | -$619K | 1.03% | 15 |
|
|
2020
Q1 | $1.46M | Sell |
10,158
-63,748
| -86% | -$9.17M | 1.48% | 7 |
|
|
2019
Q4 | $15.2M | Buy |
73,906
+955
| +1% | +$197K | 15.04% | 2 |
|
|
2019
Q3 | $14.1M | Buy |
72,951
+5,545
| +8% | +$1.07M | 15.34% | 2 |
|
|
2019
Q2 | $13.1M | Buy |
67,406
+3,495
| +5% | +$679K | 14.22% | 2 |
|
|
2019
Q1 | $12.1M | Buy |
63,911
+6,192
| +11% | +$1.17M | 13.37% | 2 |
|
|
2018
Q4 | $9.59M | Buy |
+57,719
| New | +$9.59M | 9.82% | 3 |
|