LIA
LBMC Investment 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 | $4.62M | Sell |
74,517
-10,467
| -12% | -$649K | 0.33% | 44 |
|
|
2025
Q1 | $4.96M | Sell |
84,984
-1,716
| -2% | -$100K | 0.39% | 38 |
|
|
2024
Q4 | $5.4M | Buy |
86,700
+780
| +0.9% | +$48.6K | 0.43% | 36 |
|
|
2024
Q3 | $5.35M | Sell |
85,920
-351
| -0.4% | -$21.9K | 0.42% | 33 |
|
|
2024
Q2 | $5.05M | Sell |
86,271
-20,429
| -19% | -$1.2M | 0.44% | 30 |
|
|
2024
Q1 | $6.48M | Buy |
106,700
+86,344
| +424% | +$5.24M | 0.56% | 24 |
|
|
2023
Q4 | $5.64M | Sell |
20,356
-820
| -4% | -$227K | 0.54% | 24 |
|
|
2023
Q3 | $5.13M | Buy |
21,176
+7
| +0% | +$1.7K | 0.55% | 25 |
|
|
2023
Q2 | $5.54M | Buy |
21,169
+5
| +0% | +$1.31K | 0.54% | 26 |
|
|
2023
Q1 | $5.29M | Sell |
21,164
-2,361
| -10% | -$591K | 0.54% | 26 |
|
|
2022
Q4 | $5.69M | Buy |
23,525
+472
| +2% | +$114K | 0.6% | 25 |
|
|
2022
Q3 | $5.06M | Buy |
23,053
+2,327
| +11% | +$510K | 0.58% | 24 |
|
|
2022
Q2 | $4.69M | Buy |
20,726
+13,272
| +178% | +$3M | 0.51% | 25 |
|
|
2022
Q1 | $2M | Sell |
7,454
-198
| -3% | -$53.1K | 0.18% | 39 |
|
|
2021
Q4 | $2.17M | Sell |
7,652
-141,820
| -95% | -$40.1M | 0.19% | 39 |
|
|
2021
Q3 | $2.01K | Buy |
149,472
+141,830
| +1,856% | +$1.91K | 0.19% | 40 |
|
|
2021
Q2 | $2.05M | Buy |
7,642
+5
| +0.1% | +$1.34K | 0.2% | 41 |
|
|
2021
Q1 | $1.99M | Hold |
7,637
| – | – | 0.21% | 40 |
|
|
2020
Q4 | $1.76M | Buy |
7,637
+2
| +0% | +$460 | 0.21% | 39 |
|
|
2020
Q3 | $1.42M | Buy |
7,635
+2
| +0% | +$371 | 0.2% | 43 |
|
|
2020
Q2 | $1.36M | Sell |
7,633
-80
| -1% | -$14.2K | 0.21% | 37 |
|
|
2020
Q1 | $1.11M | Buy |
7,713
+84
| +1% | +$12.1K | 0.21% | 31 |
|
|
2019
Q4 | $1.57M | Buy |
7,629
+4
| +0.1% | +$823 | 0.22% | 31 |
|
|
2019
Q3 | $1.47M | Buy |
7,625
+393
| +5% | +$75.9K | 0.22% | 30 |
|
|
2019
Q2 | $1.41M | Buy |
7,232
+2
| +0% | +$389 | 0.21% | 32 |
|
|
2019
Q1 | $1.37M | Buy |
7,230
+547
| +8% | +$104K | 0.22% | 30 |
|
|
2018
Q4 | $1.11M | Buy |
6,683
+10
| +0.1% | +$1.66K | 0.2% | 30 |
|
|
2018
Q3 | $1.34M | Sell |
6,673
-50
| -0.7% | -$10.1K | 0.21% | 27 |
|
|
2018
Q2 | $1.31M | Buy |
6,723
+1,066
| +19% | +$208K | 0.22% | 27 |
|
|
2018
Q1 | $1.06M | Buy |
5,657
+9
| +0.2% | +$1.69K | 0.18% | 30 |
|
|
2017
Q4 | $1.07M | Buy |
5,648
+11
| +0.2% | +$2.09K | 0.17% | 32 |
|
|
2017
Q3 | $1.01M | Buy |
5,637
+8
| +0.1% | +$1.43K | 0.17% | 31 |
|
|
2017
Q2 | $979K | Buy |
5,629
+4
| +0.1% | +$696 | 0.17% | 29 |
|
|
2017
Q1 | $963K | Buy |
5,625
+7
| +0.1% | +$1.2K | 0.17% | 29 |
|
|
2016
Q4 | $929K | Buy |
5,618
+149
| +3% | +$24.6K | 0.17% | 31 |
|
|
2016
Q3 | $846K | Buy |
5,469
+131
| +2% | +$20.3K | 0.16% | 35 |
|
|
2016
Q2 | $797K | Sell |
5,338
-27
| -0.5% | -$4.03K | 0.16% | 33 |
|
|
2016
Q1 | $774K | Buy |
5,365
+330
| +7% | +$47.6K | 0.16% | 32 |
|
|
2015
Q4 | $701K | Buy |
+5,035
| New | +$701K | 0.15% | 32 |
|