KFA Private Wealth Group’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 | $11.8M | Buy |
190,832
+714
| +0.4% | +$44.3K | 3.67% | 4 |
|
|
2025
Q1 | $11.1M | Buy |
190,118
+68,648
| +57% | +$4.01M | 3.88% | 4 |
|
|
2024
Q4 | $7.57M | Buy |
121,470
+27,364
| +29% | +$1.71M | 3.17% | 7 |
|
|
2024
Q3 | $5.86M | Sell |
94,106
-2,652
| -3% | -$165K | 2.8% | 9 |
|
|
2024
Q2 | $5.66M | Sell |
96,758
-55,529
| -36% | -$3.25M | 2.93% | 9 |
|
|
2024
Q1 | $9.25M | Buy |
152,287
+11,492
| +8% | +$698K | 2.87% | 10 |
|
|
2023
Q4 | $7.8M | Buy |
140,795
+7,135
| +5% | +$395K | 2.8% | 10 |
|
|
2023
Q3 | $6.67M | Buy |
133,660
+5,040
| +4% | +$251K | 2.77% | 11 |
|
|
2023
Q2 | $6.73M | Buy |
128,620
+1,360
| +1% | +$71.1K | 2.79% | 11 |
|
|
2023
Q1 | $6.37M | Buy |
127,260
+31,295
| +33% | +$1.57M | 2.9% | 11 |
|
|
2022
Q4 | $4.64M | Sell |
95,965
-29,455
| -23% | -$1.42M | 2.37% | 11 |
|
|
2022
Q3 | $5.5M | Buy |
125,420
+3,485
| +3% | +$153K | 2.93% | 11 |
|
|
2022
Q2 | $5.52M | Buy |
121,935
+3,900
| +3% | +$176K | 3.05% | 10 |
|
|
2022
Q1 | $6.34M | Buy |
118,035
+205
| +0.2% | +$11K | 3.18% | 10 |
|
|
2021
Q4 | $6.67M | Buy |
117,830
+6,550
| +6% | +$371K | 3.32% | 8 |
|
|
2021
Q3 | $5.86M | Buy |
111,280
+6,720
| +6% | +$354K | 3.2% | 10 |
|
|
2021
Q2 | $5.62M | Sell |
104,560
-30,750
| -23% | -$1.65M | 3.07% | 10 |
|
|
2021
Q1 | $7.04M | Buy |
135,310
+2,890
| +2% | +$150K | 4.11% | 7 |
|
|
2020
Q4 | $6.09M | Sell |
132,420
-11,070
| -8% | -$509K | 3.86% | 7 |
|
|
2020
Q3 | $5.32M | Buy |
143,490
+33,330
| +30% | +$1.24M | 3.99% | 8 |
|
|
2020
Q2 | $3.92M | Sell |
110,160
-81,805
| -43% | -$2.91M | 3.77% | 9 |
|
|
2020
Q1 | $5.52M | Sell |
191,965
-212,240
| -53% | -$6.11M | 6.53% | 3 |
|
|
2019
Q4 | $16.6M | Buy |
+404,205
| New | +$16.6M | 15.28% | 2 |
|