MA
MBA 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 | $1.05M | Sell |
16,871
-928
| -5% | -$57.6K | 0.48% | 48 |
|
|
2025
Q1 | $1.04M | Buy |
17,799
+20
| +0.1% | +$1.17K | 0.51% | 47 |
|
|
2024
Q4 | $1.11M | Sell |
17,779
-164
| -0.9% | -$10.2K | 0.56% | 41 |
|
|
2024
Q3 | $1.12M | Sell |
17,943
-60
| -0.3% | -$3.74K | 0.54% | 46 |
|
|
2024
Q2 | $1.05M | Sell |
18,003
-1,747
| -9% | -$102K | 0.54% | 46 |
|
|
2024
Q1 | $1.2M | Buy |
19,750
+15,754
| +394% | +$957K | 0.62% | 40 |
|
|
2023
Q4 | $1.11M | Sell |
3,996
-16
| -0.4% | -$4.43K | 0.62% | 40 |
|
|
2023
Q3 | $1M | Sell |
4,012
-440
| -10% | -$110K | 0.61% | 40 |
|
|
2023
Q2 | $1.16M | Hold |
4,452
| – | – | 0.7% | 36 |
|
|
2023
Q1 | $1.11M | Hold |
4,452
| – | – | 0.69% | 37 |
|
|
2022
Q4 | $1.08M | Sell |
4,452
-692
| -13% | -$167K | 0.7% | 36 |
|
|
2022
Q3 | $1.13M | Sell |
5,144
-1,010
| -16% | -$221K | 0.82% | 33 |
|
|
2022
Q2 | $1.39M | Sell |
6,154
-503
| -8% | -$114K | 0.96% | 30 |
|
|
2022
Q1 | $1.79M | Hold |
6,657
| – | – | 1.11% | 27 |
|
|
2021
Q4 | $1.88M | Hold |
6,657
| – | – | 1.17% | 25 |
|
|
2021
Q3 | $1.75M | Sell |
6,657
-1,046
| -14% | -$275K | 1.29% | 22 |
|
|
2021
Q2 | $2.07K | Sell |
7,703
-100
| -1% | -$27 | 0.96% | 19 |
|
|
2021
Q1 | $2.03K | Buy |
+7,803
| New | +$2.03K | 1.12% | 15 |
|