LA
Lynch & Associates’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 | $18.9M | Buy |
304,495
+5,643
| +2% | +$350K | 3.8% | 4 |
|
|
2025
Q1 | $17.4M | Buy |
298,852
+3,494
| +1% | +$204K | 3.77% | 4 |
|
|
2024
Q4 | $18.4M | Sell |
295,358
-4,393
| -1% | -$274K | 3.99% | 4 |
|
|
2024
Q3 | $18.7M | Buy |
299,751
+1,967
| +0.7% | +$123K | 3.95% | 3 |
|
|
2024
Q2 | $17.4M | Buy |
297,784
+6,263
| +2% | +$367K | 3.93% | 3 |
|
|
2024
Q1 | $17.7M | Buy |
291,521
+232,695
| +396% | +$14.1M | 4.09% | 3 |
|
|
2023
Q4 | $16.3M | Buy |
58,826
+267
| +0.5% | +$74K | 3.96% | 3 |
|
|
2023
Q3 | $14.6M | Buy |
58,559
+463
| +0.8% | +$115K | 3.85% | 5 |
|
|
2023
Q2 | $15.2M | Sell |
58,096
-424
| -0.7% | -$111K | 3.89% | 4 |
|
|
2023
Q1 | $14.6M | Sell |
58,520
-1,255
| -2% | -$314K | 3.84% | 3 |
|
|
2022
Q4 | $14.5M | Sell |
59,775
-8
| -0% | -$1.94K | 3.78% | 3 |
|
|
2022
Q3 | $13.1M | Buy |
59,783
+1,157
| +2% | +$254K | 3.83% | 3 |
|
|
2022
Q2 | $13.3M | Buy |
58,626
+203
| +0.3% | +$45.9K | 3.61% | 4 |
|
|
2022
Q1 | $15.7M | Buy |
58,423
+93
| +0.2% | +$25K | 3.8% | 4 |
|
|
2021
Q4 | $16.5M | Buy |
58,330
+2,051
| +4% | +$581K | 3.9% | 4 |
|
|
2021
Q3 | $14.8M | Buy |
56,279
+1,417
| +3% | +$373K | 3.83% | 4 |
|
|
2021
Q2 | $14.7M | Buy |
54,862
+724
| +1% | +$195K | 3.78% | 4 |
|
|
2021
Q1 | $14.1M | Sell |
54,138
-770
| -1% | -$200K | 3.8% | 4 |
|
|
2020
Q4 | $12.6M | Sell |
54,908
-1,687
| -3% | -$388K | 3.44% | 6 |
|
|
2020
Q3 | $10.5M | Buy |
56,595
+1,238
| +2% | +$229K | 3.14% | 8 |
|
|
2020
Q2 | $9.84M | Buy |
55,357
+1,676
| +3% | +$298K | 3.18% | 7 |
|
|
2020
Q1 | $7.72M | Sell |
53,681
-5,137
| -9% | -$739K | 2.84% | 9 |
|
|
2019
Q4 | $12.1M | Buy |
58,818
+1,818
| +3% | +$374K | 3.48% | 7 |
|
|
2019
Q3 | $11M | Buy |
57,000
+568
| +1% | +$110K | 3.37% | 6 |
|
|
2019
Q2 | $11M | Sell |
56,432
-797
| -1% | -$155K | 3.56% | 5 |
|
|
2019
Q1 | $10.8M | Buy |
57,229
+2,259
| +4% | +$428K | 3.59% | 5 |
|
|
2018
Q4 | $9.13M | Sell |
54,970
-661
| -1% | -$110K | 3.41% | 7 |
|
|
2018
Q3 | $11.2M | Buy |
55,631
+936
| +2% | +$188K | 3.78% | 5 |
|
|
2018
Q2 | $10.7M | Buy |
54,695
+2,245
| +4% | +$437K | 3.86% | 3 |
|
|
2018
Q1 | $9.84M | Buy |
52,450
+2,589
| +5% | +$486K | 3.76% | 5 |
|
|
2017
Q4 | $9.46M | Buy |
49,861
+392
| +0.8% | +$74.4K | 3.55% | 4 |
|
|
2017
Q3 | $8.85M | Buy |
49,469
+1,317
| +3% | +$236K | 3.52% | 4 |
|
|
2017
Q2 | $8.38M | Buy |
48,152
+1,667
| +4% | +$290K | 3.31% | 5 |
|
|
2017
Q1 | $7.96M | Buy |
46,485
+468
| +1% | +$80.1K | 3.25% | 5 |
|
|
2016
Q4 | $7.61M | Sell |
46,017
-768
| -2% | -$127K | 3.2% | 6 |
|
|
2016
Q3 | $7.24M | Buy |
46,785
+2,751
| +6% | +$426K | 3.18% | 6 |
|
|
2016
Q2 | $6.58M | Buy |
44,034
+762
| +2% | +$114K | 2.94% | 7 |
|
|
2016
Q1 | $6.24M | Sell |
43,272
-661
| -2% | -$95.3K | 2.97% | 7 |
|
|
2015
Q4 | $6.12M | Buy |
43,933
+1,856
| +4% | +$259K | 3.14% | 6 |
|
|
2015
Q3 | $5.75M | Buy |
42,077
+243
| +0.6% | +$33.2K | 3.18% | 5 |
|
|
2015
Q2 | $6.27M | Sell |
41,834
-1,385
| -3% | -$208K | 3.28% | 4 |
|
|
2015
Q1 | $6.57M | Buy |
43,219
+1,855
| +4% | +$282K | 3.46% | 4 |
|
|
2014
Q4 | $5.99M | Buy |
41,364
+754
| +2% | +$109K | 3.22% | 5 |
|
|
2014
Q3 | $5.55M | Buy |
40,610
+3,027
| +8% | +$414K | 3.12% | 6 |
|
|
2014
Q2 | $5.38M | Buy |
37,583
+1,096
| +3% | +$157K | 3.07% | 6 |
|
|
2014
Q1 | $5.02M | Buy |
36,487
+1,359
| +4% | +$187K | 2.96% | 7 |
|
|
2013
Q4 | $4.7M | Buy |
35,128
+1,391
| +4% | +$186K | 2.81% | 8 |
|
|
2013
Q3 | $4.19M | Buy |
33,737
+230
| +0.7% | +$28.6K | 2.79% | 7 |
|
|
2013
Q2 | $3.87M | Buy |
+33,507
| New | +$3.87M | 2.67% | 8 |
|