LA
LexAurum 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 | $367K | Sell |
5,920
-83
| -1% | -$5.15K | 0.06% | 241 |
|
|
2025
Q1 | $350K | Sell |
6,003
-85
| -1% | -$4.96K | 0.07% | 238 |
|
|
2024
Q4 | $379K | Sell |
6,088
-345
| -5% | -$21.5K | 0.08% | 226 |
|
|
2024
Q3 | $401K | Sell |
6,433
-316
| -5% | -$19.7K | 0.09% | 195 |
|
|
2024
Q2 | $395K | Sell |
6,749
-536
| -7% | -$31.4K | 0.1% | 186 |
|
|
2024
Q1 | $443K | Buy |
7,285
+5,830
| +401% | +$354K | 0.11% | 170 |
|
|
2023
Q4 | $403K | Sell |
1,455
-412
| -22% | -$114K | 0.11% | 176 |
|
|
2023
Q3 | $466K | Buy |
1,867
+455
| +32% | +$113K | 0.14% | 149 |
|
|
2023
Q2 | $369K | Sell |
1,412
-99
| -7% | -$25.9K | 0.11% | 167 |
|
|
2023
Q1 | $378K | Sell |
1,511
-699
| -32% | -$175K | 0.13% | 152 |
|
|
2022
Q4 | $535K | Sell |
2,210
-193
| -8% | -$46.7K | 0.19% | 114 |
|
|
2022
Q3 | $527K | Sell |
2,403
-209
| -8% | -$45.8K | 0.2% | 107 |
|
|
2022
Q2 | $591K | Sell |
2,612
-289
| -10% | -$65.4K | 0.22% | 98 |
|
|
2022
Q1 | $778K | Sell |
2,901
-120
| -4% | -$32.2K | 0.25% | 86 |
|
|
2021
Q4 | $855K | Sell |
3,021
-373
| -11% | -$106K | 0.28% | 74 |
|
|
2021
Q3 | $893K | Sell |
3,394
-176
| -5% | -$46.3K | 0.26% | 90 |
|
|
2021
Q2 | $959K | Buy |
3,570
+72
| +2% | +$19.3K | 0.28% | 86 |
|
|
2021
Q1 | $910K | Buy |
3,498
+352
| +11% | +$91.6K | 0.31% | 77 |
|
|
2020
Q4 | $723K | Buy |
3,146
+1,083
| +52% | +$249K | 0.26% | 94 |
|
|
2020
Q3 | $382K | Buy |
2,063
+47
| +2% | +$8.7K | 0.16% | 131 |
|
|
2020
Q2 | $358K | Sell |
2,016
-283
| -12% | -$50.3K | 0.2% | 116 |
|
|
2020
Q1 | $331K | Hold |
2,299
| – | – | 0.23% | 96 |
|
|
2019
Q4 | $473K | Sell |
2,299
-15
| -0.6% | -$3.09K | 0.23% | 105 |
|
|
2019
Q3 | $447K | Buy |
2,314
+110
| +5% | +$21.2K | 0.26% | 93 |
|
|
2019
Q2 | $428K | Buy |
2,204
+126
| +6% | +$24.5K | 0.26% | 90 |
|
|
2019
Q1 | $394K | Sell |
2,078
-40
| -2% | -$7.58K | 0.26% | 86 |
|
|
2018
Q4 | $352K | Buy |
2,118
+151
| +8% | +$25.1K | 0.27% | 83 |
|
|
2018
Q3 | $396K | Sell |
1,967
-432
| -18% | -$87K | 0.28% | 82 |
|
|
2018
Q2 | $467K | Sell |
2,399
-1
| -0% | -$195 | 0.41% | 66 |
|
|
2018
Q1 | $450K | Buy |
2,400
+50
| +2% | +$9.38K | 0.38% | 73 |
|
|
2017
Q4 | $461K | Buy |
+2,350
| New | +$461K | 0.43% | 71 |
|