LJAC
L.J. Altfest & Co’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 | $376K | Sell |
6,062
-1,535
| -20% | -$95.2K | 0.04% | 255 |
|
|
2025
Q1 | $443K | Sell |
7,597
-47,019
| -86% | -$2.74M | 0.06% | 232 |
|
|
2024
Q4 | $3.4M | Buy |
54,616
+50,285
| +1,161% | +$3.13M | 0.43% | 47 |
|
|
2024
Q3 | $270K | Buy |
4,331
+136
| +3% | +$8.48K | 0.04% | 287 |
|
|
2024
Q2 | $246K | Buy |
4,195
+11
| +0.3% | +$645 | 0.03% | 278 |
|
|
2024
Q1 | $254K | Buy |
4,184
+3,349
| +401% | +$203K | 0.04% | 280 |
|
|
2023
Q4 | $231K | Buy |
835
+8
| +1% | +$2.21K | 0.03% | 278 |
|
|
2023
Q3 | $206K | Sell |
827
-20
| -2% | -$4.98K | 0.03% | 280 |
|
|
2023
Q2 | $222K | Buy |
847
+2
| +0.2% | +$524 | 0.03% | 274 |
|
|
2023
Q1 | $211K | Buy |
845
+4
| +0.5% | +$999 | 0.03% | 257 |
|
|
2022
Q4 | $204K | Sell |
841
-88
| -9% | -$21.3K | 0.03% | 248 |
|
|
2022
Q3 | $204K | Buy |
929
+31
| +3% | +$6.81K | 0.04% | 249 |
|
|
2022
Q2 | $203K | Buy |
898
+3
| +0.3% | +$678 | 0.04% | 244 |
|
|
2022
Q1 | $240K | Buy |
895
+2
| +0.2% | +$536 | 0.04% | 233 |
|
|
2021
Q4 | $253K | Buy |
893
+6
| +0.7% | +$1.7K | 0.05% | 219 |
|
|
2021
Q3 | $233K | Hold |
887
| – | – | 0.05% | 236 |
|
|
2021
Q2 | $238K | Buy |
887
+5
| +0.6% | +$1.34K | 0.05% | 238 |
|
|
2021
Q1 | $230K | Hold |
882
| – | – | 0.05% | 244 |
|
|
2020
Q4 | $203K | Buy |
+882
| New | +$203K | 0.05% | 257 |
|
|
2020
Q2 | – | Sell |
-1,913
| Closed | -$275K | – | 224 |
|
|
2020
Q1 | $275K | Buy |
1,913
+344
| +22% | +$49.5K | 0.09% | 146 |
|
|
2019
Q4 | $323K | Buy |
1,569
+4
| +0.3% | +$823 | 0.08% | 143 |
|
|
2019
Q3 | $302K | Hold |
1,565
| – | – | 0.08% | 138 |
|
|
2019
Q2 | $304K | Hold |
1,565
| – | – | 0.08% | 138 |
|
|
2019
Q1 | $284K | Sell |
1,565
-9
| -0.6% | -$1.63K | 0.07% | 149 |
|
|
2018
Q4 | $261K | Buy |
+1,574
| New | +$261K | 0.07% | 126 |
|