Kovack Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Kovack Advisors’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	$496K	Sell	8,003 -871	-10%	-$54K	0.05%	332
2025 Q1	$518K	Buy	8,874 +2,015	+29%	+$118K	0.05%	292
2024 Q4	$427K	Buy	6,859 +2,625	+62%	+$164K	0.04%	348
2024 Q3	$264K	Buy	+4,234	New	+$264K	0.03%	470
2023 Q1	–	Sell	-4,690	Closed	-$227K	–	604
2022 Q4	$227K	Sell	4,690 -850	-15%	-$41.1K	0.03%	485
2022 Q3	$243K	Sell	5,540 -780	-12%	-$34.2K	0.04%	470
2022 Q2	$286K	Sell	6,320 -200	-3%	-$9.05K	0.04%	460
2022 Q1	$349K	Buy	6,520 +105	+2%	+$5.62K	0.04%	483
2021 Q4	$363K	Sell	6,415 -35,610	-85%	-$2.02M	0.04%	468
2021 Q3	$2.21M	Sell	42,025 -5	-0%	-$263	0.24%	106
2021 Q2	$2.26M	Sell	42,030 -150	-0.4%	-$8.06K	0.26%	99
2021 Q1	$2.2M	Buy	42,180 +2,250	+6%	+$117K	0.29%	92
2020 Q4	$1.84M	Sell	39,930 -300	-0.7%	-$13.8K	0.26%	102
2020 Q3	$1.49M	Buy	40,230 +2,825	+8%	+$105K	0.27%	96
2020 Q2	$1.33M	Buy	37,405 +26,360	+239%	+$937K	0.26%	97
2020 Q1	$318K	Sell	11,045 -14,420	-57%	-$415K	0.07%	275
2019 Q4	$1.05M	Sell	25,465 -745	-3%	-$30.7K	0.19%	137
2019 Q3	$1.01M	Sell	26,210 -6,965	-21%	-$269K	0.21%	124
2019 Q2	$1.29M	Buy	33,175 +7,005	+27%	+$272K	0.29%	83
2019 Q1	$991K	Buy	26,170 +7,030	+37%	+$266K	0.25%	104
2018 Q4	$636K	Buy	19,140 +3,580	+23%	+$119K	0.19%	132
2018 Q3	$627K	Buy	15,560 +705	+5%	+$28.4K	0.16%	157
2018 Q2	$579K	Sell	14,855 -2,130	-13%	-$83K	0.16%	155
2018 Q1	$637K	Buy	16,985 +80	+0.5%	+$3K	0.16%	151
2017 Q4	$642K	Buy	16,905 +3,960	+31%	+$150K	0.16%	157
2017 Q3	$463K	Sell	12,945 -1,300	-9%	-$46.5K	0.15%	157
2017 Q2	$496K	Buy	14,245 +5,105	+56%	+$178K	0.16%	161
2017 Q1	$313K	Buy	+9,140	New	+$313K	0.12%	186
2014 Q4	–	Sell	-9,270	Closed	-$254K	–	153
2014 Q3	$254K	Buy	9,270 +190	+2%	+$5.21K	0.37%	66
2014 Q2	$260K	Buy	+9,080	New	+$260K	0.38%	60
2013 Q3	–	Sell	-12,805	Closed	-$296K	–	62
2013 Q2	$296K	Buy	+12,805	New	+$296K	1.74%	21