LFAS
Level Four Advisory Services’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 | $9.58M | Buy |
154,534
+6,935
| +5% | +$430K | 0.35% | 62 |
|
|
2025
Q1 | $8.61M | Buy |
147,599
+30,386
| +26% | +$1.77M | 0.35% | 64 |
|
|
2024
Q4 | $7.3M | Sell |
117,213
-1,352
| -1% | -$84.2K | 0.3% | 82 |
|
|
2024
Q3 | $7.34M | Buy |
118,565
+6,146
| +5% | +$380K | 0.31% | 75 |
|
|
2024
Q2 | $6.58M | Buy |
112,419
+94,597
| +531% | +$5.54M | 0.3% | 82 |
|
|
2024
Q1 | $4.94M | Hold |
17,822
| – | – | 0.27% | 91 |
|
|
2023
Q4 | $4.94M | Sell |
17,822
-1,201
| -6% | -$333K | 0.28% | 84 |
|
|
2023
Q3 | $4.74M | Sell |
19,023
-117
| -0.6% | -$29.2K | 0.31% | 77 |
|
|
2023
Q2 | $5M | Buy |
19,140
+608
| +3% | +$159K | 0.3% | 77 |
|
|
2023
Q1 | $4.64M | Buy |
18,532
+1,935
| +12% | +$484K | 0.3% | 71 |
|
|
2022
Q4 | $4.01M | Buy |
16,597
+8,177
| +97% | +$1.98M | 0.3% | 82 |
|
|
2022
Q3 | $1.85M | Buy |
8,420
+573
| +7% | +$126K | 0.18% | 137 |
|
|
2022
Q2 | $1.78M | Buy |
7,847
+464
| +6% | +$105K | 0.17% | 149 |
|
|
2022
Q1 | $1.98M | Sell |
7,383
-118
| -2% | -$31.7K | 0.16% | 149 |
|
|
2021
Q4 | $2.12M | Buy |
7,501
+1,907
| +34% | +$540K | 0.16% | 148 |
|
|
2021
Q3 | $1.47M | Sell |
5,594
-5,973
| -52% | -$1.57M | 0.15% | 147 |
|
|
2021
Q2 | $3.11M | Sell |
11,567
-572
| -5% | -$154K | 0.22% | 121 |
|
|
2021
Q1 | $3.16M | Buy |
12,139
+2,107
| +21% | +$548K | 0.25% | 106 |
|
|
2020
Q4 | $2.31M | Sell |
10,032
-16,127
| -62% | -$3.71M | 0.19% | 133 |
|
|
2020
Q3 | $4.85M | Sell |
26,159
-4,591
| -15% | -$851K | 0.37% | 61 |
|
|
2020
Q2 | $5.47M | Sell |
30,750
-774
| -2% | -$138K | 0.42% | 52 |
|
|
2020
Q1 | $4.53M | Sell |
31,524
-1,849
| -6% | -$266K | 0.54% | 35 |
|
|
2019
Q4 | $41.7M | Buy |
33,373
+6,258
| +23% | +$7.81M | 1.65% | 7 |
|
|
2019
Q3 | $5.24M | Sell |
27,115
-6,212
| -19% | -$1.2M | 0.54% | 35 |
|
|
2019
Q2 | $6.49M | Sell |
33,327
-919
| -3% | -$179K | 0.66% | 28 |
|
|
2019
Q1 | $6.49M | Buy |
34,246
+5,890
| +21% | +$1.12M | 0.71% | 23 |
|
|
2018
Q4 | $4.71M | Buy |
28,356
+8,989
| +46% | +$1.49M | 0.59% | 37 |
|
|
2018
Q3 | $3.9M | Sell |
19,367
-6,743
| -26% | -$1.36M | 0.42% | 60 |
|
|
2018
Q2 | $5.09M | Buy |
26,110
+1,811
| +7% | +$353K | 0.37% | 64 |
|
|
2018
Q1 | $4.56M | Sell |
24,299
-9,363
| -28% | -$1.76M | 0.35% | 66 |
|
|
2017
Q4 | $6.39M | Sell |
33,662
-3,754
| -10% | -$712K | 0.5% | 48 |
|
|
2017
Q3 | $6.69M | Buy |
37,416
+5,191
| +16% | +$929K | 0.59% | 32 |
|
|
2017
Q2 | $5.44M | Sell |
32,225
-3,611
| -10% | -$609K | 0.84% | 27 |
|
|
2017
Q1 | $6.06M | Buy |
35,836
+13,469
| +60% | +$2.28M | 0.62% | 38 |
|
|
2016
Q4 | $3.7M | Buy |
+22,367
| New | +$3.7M | 0.47% | 40 |
|