MAS
Madden 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 | $1.58M | Buy |
25,485
+127
| +0.5% | +$7.88K | 0.67% | 37 |
|
|
2025
Q1 | $1.48M | Sell |
25,358
-73
| -0.3% | -$4.26K | 0.69% | 35 |
|
|
2024
Q4 | $1.58M | Buy |
25,431
+43
| +0.2% | +$2.68K | 0.74% | 35 |
|
|
2024
Q3 | $1.58M | Sell |
25,388
-153
| -0.6% | -$9.54K | 0.72% | 35 |
|
|
2024
Q2 | $1.49M | Buy |
25,541
+560
| +2% | +$32.8K | 0.76% | 31 |
|
|
2024
Q1 | $1.52M | Buy |
24,981
+19,871
| +389% | +$1.21M | 0.8% | 31 |
|
|
2023
Q4 | $1.42M | Buy |
5,110
+56
| +1% | +$15.5K | 0.8% | 32 |
|
|
2023
Q3 | $1.26M | Sell |
5,054
-248
| -5% | -$61.8K | 0.8% | 33 |
|
|
2023
Q2 | $1.39M | Buy |
5,302
+55
| +1% | +$14.4K | 0.9% | 30 |
|
|
2023
Q1 | $1.31M | Buy |
5,247
+5
| +0.1% | +$1.25K | 0.92% | 31 |
|
|
2022
Q4 | $1.27M | Sell |
5,242
-120
| -2% | -$29K | 0.95% | 33 |
|
|
2022
Q3 | $1.18M | Buy |
5,362
+184
| +4% | +$40.4K | 0.94% | 29 |
|
|
2022
Q2 | $1.17M | Buy |
5,178
+1,850
| +56% | +$418K | 0.89% | 30 |
|
|
2022
Q1 | $893K | Hold |
3,328
| – | – | 0.61% | 32 |
|
|
2021
Q4 | $942K | Buy |
3,328
+5
| +0.2% | +$1.42K | 0.62% | 30 |
|
|
2021
Q3 | $874K | Sell |
3,323
-45
| -1% | -$11.8K | 0.63% | 32 |
|
|
2021
Q2 | $905K | Buy |
3,368
+138
| +4% | +$37.1K | 0.67% | 29 |
|
|
2021
Q1 | $841K | Sell |
3,230
-49
| -1% | -$12.8K | 0.66% | 30 |
|
|
2020
Q4 | $754K | Sell |
3,279
-436
| -12% | -$100K | 0.63% | 32 |
|
|
2020
Q3 | $688K | Buy |
3,715
+125
| +3% | +$23.1K | 0.66% | 32 |
|
|
2020
Q2 | $638K | Sell |
3,590
-1,249
| -26% | -$222K | 0.66% | 31 |
|
|
2020
Q1 | $696K | Sell |
4,839
-9,642
| -67% | -$1.39M | 0.48% | 44 |
|
|
2019
Q4 | $2.98M | Buy |
14,481
+1,508
| +12% | +$310K | 1.95% | 17 |
|
|
2019
Q3 | $2.51M | Buy |
12,973
+94
| +0.7% | +$18.2K | 1.79% | 20 |
|
|
2019
Q2 | $2.5M | Sell |
12,879
-27
| -0.2% | -$5.24K | 1.56% | 22 |
|
|
2019
Q1 | $2.44M | Hold |
12,906
| – | – | 1.31% | 29 |
|
|
2018
Q4 | $2.14M | Buy |
12,906
+24
| +0.2% | +$3.99K | 1.29% | 28 |
|
|
2018
Q3 | $2.59M | Hold |
12,882
| – | – | 1.57% | 23 |
|
|
2018
Q2 | $2.51M | Hold |
12,882
| – | – | 1.59% | 23 |
|
|
2018
Q1 | $2.42M | Hold |
12,882
| – | – | 1.47% | 24 |
|
|
2017
Q4 | $2.44M | Hold |
12,882
| – | – | 1.48% | 23 |
|
|
2017
Q3 | $2.3M | Hold |
12,882
| – | – | 1.46% | 24 |
|
|
2017
Q2 | $2.24M | Hold |
12,882
| – | – | 1.48% | 24 |
|
|
2017
Q1 | $2.21M | Sell |
12,882
-1,260
| -9% | -$216K | 1.42% | 24 |
|
|
2016
Q4 | $2.34M | Buy |
14,142
+11,788
| +501% | +$1.95M | 1.58% | 24 |
|
|
2016
Q3 | $364K | Hold |
2,354
| – | – | 0.22% | 79 |
|
|
2016
Q2 | $351K | Hold |
2,354
| – | – | 0.22% | 79 |
|
|
2016
Q1 | $339K | Hold |
2,354
| – | – | 0.22% | 79 |
|
|
2015
Q4 | $327K | Hold |
2,354
| – | – | 0.22% | 79 |
|
|
2015
Q3 | $321K | Buy |
2,354
+2,330
| +9,708% | +$318K | 0.21% | 83 |
|
|
2015
Q2 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 271 |
|
|
2015
Q1 | – | Sell |
-52
| Closed | -$8K | – | 171 |
|
|
2014
Q4 | $8K | Buy |
+52
| New | +$8K | ﹤0.01% | 242 |
|