PJSIMP
P.J. Schmidt Investment Management (PJS)’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 | $2.02M | Buy |
+32,595
| New | +$2.02M | 0.35% | 52 |
|
|
2020
Q1 | – | Sell |
-55,795
| Closed | -$11.5M | – | 125 |
|
|
2019
Q4 | $11.5M | Sell |
55,795
-1,490
| -3% | -$307K | 3.07% | 4 |
|
|
2019
Q3 | $11.1M | Sell |
57,285
-1,539
| -3% | -$297K | 3.14% | 4 |
|
|
2019
Q2 | $11.4M | Buy |
58,824
+4,796
| +9% | +$932K | 3.3% | 4 |
|
|
2019
Q1 | $10.2M | Buy |
54,028
+2,803
| +5% | +$531K | 2.99% | 4 |
|
|
2018
Q4 | $8.51M | Buy |
51,225
+771
| +2% | +$128K | 2.79% | 4 |
|
|
2018
Q3 | $10.2M | Buy |
50,454
+1,808
| +4% | +$364K | 2.88% | 4 |
|
|
2018
Q2 | $9.48M | Sell |
48,646
-48
| -0.1% | -$9.35K | 2.76% | 4 |
|
|
2018
Q1 | $9.13M | Buy |
48,694
+612
| +1% | +$115K | 2.67% | 4 |
|
|
2017
Q4 | $9.13M | Buy |
48,082
+37
| +0.1% | +$7.02K | 2.58% | 5 |
|
|
2017
Q3 | $8.6M | Buy |
48,045
+70
| +0.1% | +$12.5K | 2.57% | 5 |
|
|
2017
Q2 | $8.35M | Buy |
47,975
+3,922
| +9% | +$682K | 2.54% | 6 |
|
|
2017
Q1 | $7.54M | Buy |
44,053
+2,394
| +6% | +$410K | 2.68% | 5 |
|
|
2016
Q4 | $6.89M | Buy |
41,659
+4,694
| +13% | +$776K | 2.55% | 7 |
|
|
2016
Q3 | $5.72M | Buy |
36,965
+248
| +0.7% | +$38.4K | 2.13% | 11 |
|
|
2016
Q2 | $5.49M | Buy |
36,717
+681
| +2% | +$102K | 2.04% | 13 |
|
|
2016
Q1 | $5.2M | Buy |
36,036
+2,142
| +6% | +$309K | 2.04% | 12 |
|
|
2015
Q4 | $4.72M | Buy |
33,894
+8,966
| +36% | +$1.25M | 1.89% | 15 |
|
|
2015
Q3 | $3.41M | Buy |
24,928
+745
| +3% | +$102K | 1.48% | 23 |
|
|
2015
Q2 | $3.63M | Buy |
24,183
+4,692
| +24% | +$704K | 1.42% | 24 |
|
|
2015
Q1 | $2.96M | Buy |
19,491
+5,115
| +36% | +$777K | 1.16% | 26 |
|
|
2014
Q4 | $2.08M | Buy |
14,376
+7,194
| +100% | +$1.04M | 0.82% | 40 |
|
|
2014
Q3 | $982K | Buy |
7,182
+292
| +4% | +$39.9K | 0.4% | 65 |
|
|
2014
Q2 | $986K | Sell |
6,890
-473
| -6% | -$67.7K | 0.39% | 67 |
|
|
2014
Q1 | $1.01M | Buy |
7,363
+332
| +5% | +$45.6K | 0.4% | 65 |
|
|
2013
Q4 | $941K | Buy |
+7,031
| New | +$941K | 0.4% | 64 |
|