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NewEdge 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 | $24.8M | Sell |
399,318
-18,185
| -4% | -$1.13M | 0.13% | 156 |
|
|
2025
Q1 | $24.4M | Sell |
417,503
-19,358
| -4% | -$1.13M | 0.14% | 147 |
|
|
2024
Q4 | $27.2M | Buy |
436,861
+64,996
| +17% | +$4.05M | 0.16% | 126 |
|
|
2024
Q3 | $23.2M | Sell |
371,865
-21,227
| -5% | -$1.32M | 0.15% | 145 |
|
|
2024
Q2 | $23M | Buy |
393,092
+44,569
| +13% | +$2.61M | 0.17% | 119 |
|
|
2024
Q1 | $21.2M | Buy |
348,523
+280,542
| +413% | +$17M | 0.18% | 117 |
|
|
2023
Q4 | $18.8M | Sell |
67,981
-20,939
| -24% | -$5.79M | 0.18% | 127 |
|
|
2023
Q3 | $22.2M | Buy |
88,920
+32,535
| +58% | +$8.11M | 0.24% | 99 |
|
|
2023
Q2 | $14.7M | Sell |
56,385
-2,055
| -4% | -$537K | 0.17% | 134 |
|
|
2023
Q1 | $14.5M | Sell |
58,440
-10,247
| -15% | -$2.53M | 0.18% | 124 |
|
|
2022
Q4 | $12M | Buy |
68,687
+5,848
| +9% | +$1.03M | 0.33% | 63 |
|
|
2022
Q3 | $13.8M | Buy |
62,839
+2,095
| +3% | +$459K | 0.23% | 111 |
|
|
2022
Q2 | $13.7M | Sell |
60,744
-3,982
| -6% | -$901K | 0.23% | 108 |
|
|
2022
Q1 | $17.4M | Sell |
64,726
-5,398
| -8% | -$1.45M | 0.28% | 84 |
|
|
2021
Q4 | $19.9M | Buy |
70,124
+36,057
| +106% | +$10.2M | 0.3% | 76 |
|
|
2021
Q3 | $8.96M | Sell |
34,067
-4,317
| -11% | -$1.14M | 0.22% | 102 |
|
|
2021
Q2 | $10.3M | Sell |
38,384
-2,276
| -6% | -$612K | 0.27% | 82 |
|
|
2021
Q1 | $10.6M | Sell |
40,660
-13
| -0% | -$3.38K | 0.32% | 78 |
|
|
2020
Q4 | $9.35M | Sell |
40,673
-4,238
| -9% | -$974K | 0.31% | 81 |
|
|
2020
Q3 | $8.32M | Sell |
44,911
-3,790
| -8% | -$702K | 0.29% | 87 |
|
|
2020
Q2 | $8.66M | Buy |
48,701
+1,542
| +3% | +$274K | 0.34% | 78 |
|
|
2020
Q1 | $6.78M | Sell |
47,159
-17,028
| -27% | -$2.45M | 0.33% | 80 |
|
|
2019
Q4 | $13.2M | Sell |
64,187
-3,128
| -5% | -$644K | 0.53% | 49 |
|
|
2019
Q3 | $13M | Buy |
67,315
+3,047
| +5% | +$589K | 0.58% | 46 |
|
|
2019
Q2 | $12.5M | Buy |
64,268
+558
| +0.9% | +$108K | 0.76% | 37 |
|
|
2019
Q1 | $12.1M | Sell |
63,710
-2,713
| -4% | -$514K | 0.78% | 33 |
|
|
2018
Q4 | $11K | Sell |
66,423
-16,093
| -20% | -$2.67K | 0.71% | 28 |
|
|
2018
Q3 | $16.6M | Buy |
82,516
+14,280
| +21% | +$2.87M | 1.28% | 8 |
|
|
2018
Q2 | $13.3K | Buy |
68,236
+3,083
| +5% | +$601 | 1.21% | 9 |
|
|
2018
Q1 | $11.9M | Buy |
65,153
+22,477
| +53% | +$4.12M | 1.36% | 7 |
|
|
2017
Q4 | $8.29M | Buy |
42,676
+1,035
| +2% | +$201K | 1.12% | 19 |
|
|
2017
Q3 | $7.53M | Sell |
41,641
-5,128
| -11% | -$927K | 1.17% | 18 |
|
|
2017
Q2 | $8.13M | Buy |
46,769
+10,447
| +29% | +$1.82M | 1.4% | 8 |
|
|
2017
Q1 | $6.13M | Buy |
36,322
+16,757
| +86% | +$2.83M | 1.39% | 11 |
|
|
2016
Q4 | $3.29M | Buy |
+19,565
| New | +$3.29M | 0.91% | 40 |
|