KFA
Kelleher Financial Advisors’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 | $510K | Hold |
8,225
| – | – | 0.18% | 77 |
|
|
2025
Q1 | $480K | Hold |
8,225
| – | – | 0.19% | 71 |
|
|
2024
Q4 | $513K | Hold |
8,225
| – | – | 0.19% | 69 |
|
|
2024
Q3 | $513K | Hold |
8,225
| – | – | 0.2% | 64 |
|
|
2024
Q2 | $481K | Hold |
8,225
| – | – | 0.2% | 67 |
|
|
2024
Q1 | $500K | Buy |
8,225
+6,580
| +400% | +$400K | 0.21% | 68 |
|
|
2023
Q4 | $456K | Hold |
1,645
| – | – | 0.21% | 63 |
|
|
2023
Q3 | $410K | Hold |
1,645
| – | – | 0.21% | 67 |
|
|
2023
Q2 | $430K | Hold |
1,645
| – | – | 0.25% | 69 |
|
|
2023
Q1 | $412K | Buy |
+1,645
| New | +$412K | 0.27% | 66 |
|