MYIA
Mount Yale Investment 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 | $8.32M | Buy |
134,142
+13,113
| +11% | +$813K | 0.65% | 25 |
|
|
2025
Q1 | $7.06M | Buy |
121,029
+46,713
| +63% | +$2.73M | 0.61% | 24 |
|
|
2024
Q4 | $4.63M | Sell |
74,316
-194
| -0.3% | -$12.1K | 0.37% | 47 |
|
|
2024
Q3 | $4.64M | Sell |
74,510
-3,568
| -5% | -$222K | 0.45% | 52 |
|
|
2024
Q2 | $4.57M | Sell |
78,078
-1,696
| -2% | -$99.3K | 0.36% | 58 |
|
|
2024
Q1 | $4.85M | Buy |
79,774
+63,446
| +389% | +$3.85M | 0.37% | 60 |
|
|
2023
Q4 | $4.53M | Sell |
16,328
-2,454
| -13% | -$680K | 0.43% | 50 |
|
|
2023
Q3 | $4.68M | Buy |
18,782
+3,514
| +23% | +$876K | 0.51% | 38 |
|
|
2023
Q2 | $3.99M | Buy |
15,268
+519
| +4% | +$136K | 0.42% | 54 |
|
|
2023
Q1 | $3.69M | Buy |
14,749
+1,128
| +8% | +$282K | 0.41% | 56 |
|
|
2022
Q4 | $3.29M | Sell |
13,621
-800
| -6% | -$194K | 0.37% | 71 |
|
|
2022
Q3 | $3.16M | Buy |
14,421
+735
| +5% | +$161K | 0.42% | 58 |
|
|
2022
Q2 | $3.1M | Buy |
13,686
+1,381
| +11% | +$312K | 0.39% | 62 |
|
|
2022
Q1 | $3.3M | Sell |
12,305
-388
| -3% | -$104K | 0.36% | 61 |
|
|
2021
Q4 | $3.59M | Sell |
12,693
-1,238
| -9% | -$350K | 0.37% | 63 |
|
|
2021
Q3 | $3.67M | Buy |
13,931
+1,819
| +15% | +$479K | 0.42% | 57 |
|
|
2021
Q2 | $3.26M | Sell |
12,112
-32
| -0.3% | -$8.6K | 0.39% | 59 |
|
|
2021
Q1 | $3.16M | Sell |
12,144
-661
| -5% | -$172K | 0.41% | 60 |
|
|
2020
Q4 | $2.94M | Sell |
12,805
-1,033
| -7% | -$237K | 0.41% | 67 |
|
|
2020
Q3 | $2.56M | Buy |
13,838
+572
| +4% | +$106K | 0.37% | 65 |
|
|
2020
Q2 | $2.36M | Sell |
13,266
-1,650
| -11% | -$293K | 0.42% | 65 |
|
|
2020
Q1 | $2.15M | Buy |
14,916
+4,525
| +44% | +$651K | 0.48% | 50 |
|
|
2019
Q4 | $2.08M | Sell |
10,391
-1,283
| -11% | -$257K | 0.36% | 65 |
|
|
2019
Q3 | $2.32M | Buy |
11,674
+199
| +2% | +$39.6K | 0.42% | 61 |
|
|
2019
Q2 | $2.16M | Sell |
11,475
-244
| -2% | -$46K | 0.4% | 62 |
|
|
2019
Q1 | $2.22M | Sell |
11,719
-167
| -1% | -$31.6K | 0.42% | 59 |
|
|
2018
Q4 | $2.22M | Sell |
11,886
-6,110
| -34% | -$1.14M | 0.45% | 53 |
|
|
2018
Q3 | $3.43M | Buy |
17,996
+310
| +2% | +$59.1K | 0.6% | 37 |
|
|
2018
Q2 | $3.45M | Buy |
17,686
+933
| +6% | +$182K | 0.65% | 36 |
|
|
2018
Q1 | $3.14M | Buy |
+16,753
| New | +$3.14M | 0.67% | 35 |
|