PA
Planning Alternatives’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 | $78.2M | Buy |
1,261,373
+22,208
| +2% | +$1.38M | 10.89% | 2 |
|
|
2025
Q1 | $72.3M | Buy |
1,239,165
+48,397
| +4% | +$2.82M | 11.09% | 2 |
|
|
2024
Q4 | $74.2M | Buy |
1,190,768
+14,414
| +1% | +$898K | 11.41% | 2 |
|
|
2024
Q3 | $73.3M | Buy |
1,176,354
+3,826
| +0.3% | +$238K | 11.16% | 2 |
|
|
2024
Q2 | $68.6M | Buy |
1,172,528
+10,650
| +0.9% | +$623K | 11.11% | 2 |
|
|
2024
Q1 | $70.6M | Buy |
1,161,878
+928,906
| +399% | +$56.4M | 11.6% | 2 |
|
|
2023
Q4 | $64.6M | Buy |
232,972
+534
| +0.2% | +$148K | 11.31% | 3 |
|
|
2023
Q3 | $58M | Sell |
232,438
-1,679
| -0.7% | -$419K | 11.23% | 3 |
|
|
2023
Q2 | $61.2M | Buy |
234,117
+2,136
| +0.9% | +$559K | 11.26% | 3 |
|
|
2023
Q1 | $58M | Buy |
231,981
+803
| +0.3% | +$201K | 11.29% | 3 |
|
|
2022
Q4 | $55.9M | Sell |
231,178
-4,761
| -2% | -$1.15M | 10.18% | 3 |
|
|
2022
Q3 | $51.7M | Buy |
235,939
+6,284
| +3% | +$1.38M | 10.78% | 3 |
|
|
2022
Q2 | $52M | Buy |
229,655
+4,323
| +2% | +$978K | 9.79% | 3 |
|
|
2022
Q1 | $60.5M | Buy |
225,332
+4,525
| +2% | +$1.21M | 9.66% | 3 |
|
|
2021
Q4 | $62.5M | Buy |
220,807
+694
| +0.3% | +$196K | 9.64% | 3 |
|
|
2021
Q3 | $57.9M | Buy |
220,113
+4,425
| +2% | +$1.16M | 9.54% | 3 |
|
|
2021
Q2 | $58M | Buy |
215,688
+10,893
| +5% | +$2.93M | 9.47% | 3 |
|
|
2021
Q1 | $53.3M | Sell |
204,795
-2,312
| -1% | -$602K | 8.88% | 3 |
|
|
2020
Q4 | $47.6M | Buy |
207,107
+12,542
| +6% | +$2.88M | 8.44% | 4 |
|
|
2020
Q3 | $36.1M | Buy |
194,565
+56,303
| +41% | +$10.4M | 6.77% | 5 |
|
|
2020
Q2 | $24.6M | Buy |
138,262
+11,726
| +9% | +$2.09M | 4.98% | 8 |
|
|
2020
Q1 | $18.2M | Buy |
126,536
+9,476
| +8% | +$1.36M | 4.23% | 8 |
|
|
2019
Q4 | $24.1M | Buy |
117,060
+5,916
| +5% | +$1.22M | 4.2% | 8 |
|
|
2019
Q3 | $21.5M | Sell |
111,144
-1,342
| -1% | -$259K | 3.93% | 7 |
|
|
2019
Q2 | $21.9M | Sell |
112,486
-4,114
| -4% | -$799K | 3.99% | 7 |
|
|
2019
Q1 | $22.1M | Sell |
116,600
-7,620
| -6% | -$1.44M | 4.04% | 7 |
|
|
2018
Q4 | $20.6M | Sell |
124,220
-2,410
| -2% | -$400K | 4.31% | 7 |
|
|
2018
Q3 | $25.5M | Sell |
126,630
-92
| -0.1% | -$18.5K | 4.36% | 7 |
|
|
2018
Q2 | $24.7M | Buy |
126,722
+637
| +0.5% | +$124K | 4.39% | 7 |
|
|
2018
Q1 | $23.7M | Buy |
126,085
+4,749
| +4% | +$891K | 4.3% | 7 |
|
|
2017
Q4 | $23M | Sell |
121,336
-500
| -0.4% | -$94.9K | 4.11% | 7 |
|
|
2017
Q3 | $21.8M | Sell |
121,836
-948
| -0.8% | -$170K | 4.05% | 7 |
|
|
2017
Q2 | $21.4M | Buy |
122,784
+550
| +0.4% | +$95.7K | 4.08% | 7 |
|
|
2017
Q1 | $20.9M | Buy |
122,234
+1,522
| +1% | +$261K | 4.06% | 7 |
|
|
2016
Q4 | $20M | Sell |
120,712
-925
| -0.8% | -$153K | 4.12% | 7 |
|
|
2016
Q3 | $18.8M | Sell |
121,637
-2,670
| -2% | -$413K | 4.03% | 8 |
|
|
2016
Q2 | $18.6M | Buy |
124,307
+583
| +0.5% | +$87.1K | 4.04% | 8 |
|
|
2016
Q1 | $17.8M | Buy |
123,724
+5,248
| +4% | +$757K | 3.94% | 8 |
|
|
2015
Q4 | $16.5M | Sell |
118,476
-6,136
| -5% | -$855K | 3.84% | 9 |
|
|
2015
Q3 | $17M | Sell |
124,612
-84,432
| -40% | -$11.5M | 4.18% | 9 |
|
|
2015
Q2 | $31.4M | Buy |
209,044
+4,039
| +2% | +$606K | 6.61% | 5 |
|
|
2015
Q1 | $31.2M | Buy |
205,005
+5,652
| +3% | +$859K | 7.07% | 5 |
|
|
2014
Q4 | $28.9M | Buy |
199,353
+56,319
| +39% | +$8.15M | 6.2% | 5 |
|
|
2014
Q3 | $19.6M | Buy |
143,034
+12,459
| +10% | +$1.7M | 4.81% | 7 |
|
|
2014
Q2 | $18.7M | Buy |
130,575
+73,418
| +128% | +$10.5M | 4.62% | 8 |
|
|
2014
Q1 | $7.86M | Buy |
57,157
+13,359
| +31% | +$1.84M | 2.3% | 11 |
|
|
2013
Q4 | $5.86M | Buy |
43,798
+1,555
| +4% | +$208K | 1.79% | 10 |
|
|
2013
Q3 | $5.24M | Buy |
42,243
+865
| +2% | +$107K | 2.44% | 6 |
|
|
2013
Q2 | $4.78M | Buy |
+41,378
| New | +$4.78M | 2.73% | 7 |
|