Mutual Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Mutual Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$8.62M	Buy	133,925 +12,857	+11%	+$827K	0.22%	91
2025 Q1	$6.85M	Buy	121,068 +9,876	+9%	+$559K	0.2%	103
2024 Q4	$7.16M	Buy	111,192 +7,552	+7%	+$486K	0.21%	92
2024 Q3	$6.47M	Buy	103,640 +3,084	+3%	+$193K	0.19%	100
2024 Q2	$6.17M	Buy	100,556 +8,488	+9%	+$521K	0.19%	113
2024 Q1	$5.59M	Buy	92,068 +78,626	+585%	+$4.78M	0.18%	111
2023 Q4	$3.73M	Sell	13,442 -1,720	-11%	-$477K	0.13%	163
2023 Q3	$3.78M	Buy	15,162 +3,346	+28%	+$834K	0.15%	142
2023 Q2	$3.09M	Buy	11,816 +1,805	+18%	+$472K	0.12%	175
2023 Q1	$2.5M	Buy	10,011 +338	+3%	+$84.6K	0.1%	201
2022 Q4	$2.34M	Buy	9,673 +2,353	+32%	+$569K	0.1%	196
2022 Q3	$1.61M	Buy	7,320 +1,414	+24%	+$310K	0.08%	238
2022 Q2	$1.34M	Buy	5,906 +444	+8%	+$100K	0.09%	271
2022 Q1	$1.47M	Sell	5,462 -177	-3%	-$47.5K	0.08%	269
2021 Q4	$1.6M	Sell	5,639 -3,728	-40%	-$1.06M	0.08%	270
2021 Q3	$2.46M	Buy	9,367 +894	+11%	+$235K	0.15%	175
2021 Q2	$2.28M	Buy	8,473 +4,413	+109%	+$1.19M	0.14%	188
2021 Q1	$1.06M	Buy	4,060 +159	+4%	+$41.4K	0.07%	314
2020 Q4	$897K	Buy	3,901 +354	+10%	+$81.4K	0.07%	332
2020 Q3	$657K	Buy	3,547 +27	+0.8%	+$5K	0.06%	355
2020 Q2	$626K	Sell	3,520 -11,535	-77%	-$2.05M	0.06%	329
2020 Q1	$2.17M	Sell	15,055 -39	-0.3%	-$5.61K	0.29%	82
2019 Q4	$3.11M	Buy	15,094 +9,529	+171%	+$1.96M	0.33%	66
2019 Q3	$1.08M	Sell	5,565 -2,255	-29%	-$436K	0.14%	175
2019 Q2	$1.52M	Sell	7,820 -6,799	-47%	-$1.32M	0.2%	124
2019 Q1	$2.77M	Buy	14,619 +119	+0.8%	+$22.5K	0.41%	52
2018 Q4	$2.41M	Buy	14,500 +1,138	+9%	+$189K	0.47%	40
2018 Q3	$2.69M	Buy	13,362 +3,731	+39%	+$751K	0.41%	44
2018 Q2	$1.88M	Buy	9,631 +2,829	+42%	+$551K	0.43%	54
2018 Q1	$1.28M	Buy	6,802 +1,801	+36%	+$338K	0.32%	96
2017 Q4	$949K	Buy	+5,001	New	+$949K	0.36%	87