LA
Legacy 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 | – | Sell |
-19,994
| Closed | -$1.17M | – | 196 |
|
|
2025
Q1 | $1.17M | Sell |
19,994
-375
| -2% | -$21.9K | 0.12% | 142 |
|
|
2024
Q4 | $1.27M | Hold |
20,369
| – | – | 0.12% | 128 |
|
|
2024
Q3 | $1.27M | Buy |
20,369
+534
| +3% | +$33.3K | 0.14% | 126 |
|
|
2024
Q2 | $1.16M | Hold |
19,835
| – | – | 0.14% | 112 |
|
|
2024
Q1 | $1.2M | Buy |
19,835
+15,946
| +410% | +$969K | 0.15% | 120 |
|
|
2023
Q4 | $1.08M | Sell |
3,889
-6,787
| -64% | -$1.88M | 0.14% | 123 |
|
|
2023
Q3 | $2.67M | Buy |
10,676
+146
| +1% | +$36.6K | 0.43% | 59 |
|
|
2023
Q2 | $2.75M | Buy |
10,530
+484
| +5% | +$127K | 0.41% | 55 |
|
|
2023
Q1 | $2.51M | Hold |
10,046
| – | – | 0.46% | 54 |
|
|
2022
Q4 | $2.43M | Buy |
10,046
+7,436
| +285% | +$1.8M | 0.44% | 49 |
|
|
2022
Q3 | $572K | Hold |
2,610
| – | – | 0.13% | 107 |
|
|
2022
Q2 | $590K | Hold |
2,610
| – | – | 0.12% | 105 |
|
|
2022
Q1 | $700K | Buy |
+2,610
| New | +$700K | 0.14% | 96 |
|
|
2020
Q1 | – | Sell |
-2,189
| Closed | -$451K | – | 115 |
|
|
2019
Q4 | $451K | Hold |
2,189
| – | – | 0.29% | 67 |
|
|
2019
Q3 | $423K | Buy |
2,189
+400
| +22% | +$77.3K | 0.32% | 64 |
|
|
2019
Q2 | $348K | Sell |
1,789
-1,789
| -50% | -$348K | 0.24% | 80 |
|
|
2019
Q1 | $678K | Buy |
3,578
+1,789
| +100% | +$339K | 0.22% | 84 |
|
|
2018
Q4 | $297K | Hold |
1,789
| – | – | 0.23% | 89 |
|
|
2018
Q3 | $362K | Buy |
1,789
+1,700
| +1,910% | +$344K | 0.18% | 103 |
|
|
2018
Q2 | $17K | Hold |
89
| – | – | 0.01% | 267 |
|
|
2018
Q1 | $17K | Buy |
+89
| New | +$17K | 0.01% | 221 |
|