PMFA
Plante Moran Financial 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 | $794K | Buy |
12,796
+3,228
| +34% | +$200K | 0.06% | 56 |
|
|
2025
Q1 | $558K | Sell |
9,568
-3,302
| -26% | -$193K | 0.05% | 73 |
|
|
2024
Q4 | $802K | Sell |
12,870
-340
| -3% | -$21.2K | 0.07% | 56 |
|
|
2024
Q3 | $823K | Buy |
13,210
+955
| +8% | +$59.5K | 0.07% | 54 |
|
|
2024
Q2 | $717K | Sell |
12,255
-935
| -7% | -$54.7K | 0.07% | 60 |
|
|
2024
Q1 | $801K | Buy |
13,190
+10,937
| +485% | +$664K | 0.09% | 56 |
|
|
2023
Q4 | $624K | Buy |
2,253
+485
| +27% | +$134K | 0.07% | 71 |
|
|
2023
Q3 | $441K | Sell |
1,768
-642
| -27% | -$160K | 0.05% | 86 |
|
|
2023
Q2 | $630K | Sell |
2,410
-1,222
| -34% | -$320K | 0.07% | 67 |
|
|
2023
Q1 | $909K | Sell |
3,632
-48
| -1% | -$12K | 0.12% | 46 |
|
|
2022
Q4 | $890K | Sell |
3,680
-18
| -0.5% | -$4.35K | 0.13% | 50 |
|
|
2022
Q3 | $811K | Sell |
3,698
-83
| -2% | -$18.2K | 0.14% | 51 |
|
|
2022
Q2 | $855K | Sell |
3,781
-2
| -0.1% | -$452 | 0.14% | 51 |
|
|
2022
Q1 | $1.02M | Sell |
3,783
-1,419
| -27% | -$381K | 0.19% | 49 |
|
|
2021
Q4 | $1.47M | Buy |
5,202
+303
| +6% | +$85.8K | 0.24% | 35 |
|
|
2021
Q3 | $1.29M | Sell |
4,899
-131
| -3% | -$34.5K | 0.29% | 39 |
|
|
2021
Q2 | $1.35M | Buy |
5,030
+21
| +0.4% | +$5.65K | 0.33% | 33 |
|
|
2021
Q1 | $1.3M | Sell |
5,009
-916
| -15% | -$238K | 0.36% | 37 |
|
|
2020
Q4 | $1.36M | Buy |
5,925
+557
| +10% | +$128K | 0.42% | 32 |
|
|
2020
Q3 | $995K | Sell |
5,368
-614
| -10% | -$114K | 0.35% | 42 |
|
|
2020
Q2 | $1.06M | Sell |
5,982
-634
| -10% | -$113K | 0.42% | 34 |
|
|
2020
Q1 | $952K | Sell |
6,616
-215
| -3% | -$30.9K | 0.44% | 35 |
|
|
2019
Q4 | $1.41M | Sell |
6,831
-9,146
| -57% | -$1.88M | 0.49% | 27 |
|
|
2019
Q3 | $3.09M | Buy |
15,977
+229
| +1% | +$44.2K | 0.9% | 16 |
|
|
2019
Q2 | $3.06M | Sell |
15,748
-146
| -0.9% | -$28.4K | 0.94% | 14 |
|
|
2019
Q1 | $3.01M | Buy |
15,894
+360
| +2% | +$68.2K | 0.93% | 17 |
|
|
2018
Q4 | $2.58M | Buy |
15,534
+608
| +4% | +$101K | 0.9% | 17 |
|
|
2018
Q3 | $3M | Sell |
14,926
-117
| -0.8% | -$23.5K | 0.98% | 16 |
|
|
2018
Q2 | $2.93M | Sell |
15,043
-97
| -0.6% | -$18.9K | 1.49% | 11 |
|
|
2018
Q1 | $2.84M | Buy |
15,140
+276
| +2% | +$51.8K | 1.54% | 10 |
|
|
2017
Q4 | $2.82M | Sell |
14,864
-407
| -3% | -$77.2K | 1.56% | 11 |
|
|
2017
Q3 | $2.73M | Buy |
15,271
+2,131
| +16% | +$381K | 1.62% | 10 |
|
|
2017
Q2 | $2.29M | Sell |
13,140
-225
| -2% | -$39.1K | 1.43% | 11 |
|
|
2017
Q1 | $2.29M | Hold |
13,365
| – | – | 1.38% | 10 |
|
|
2016
Q4 | $2.21M | Sell |
13,365
-64
| -0.5% | -$10.6K | 1.38% | 12 |
|
|
2016
Q3 | $2.08M | Buy |
13,429
+671
| +5% | +$104K | 1.4% | 11 |
|
|
2016
Q2 | $1.91M | Buy |
12,758
+720
| +6% | +$108K | 1.38% | 12 |
|
|
2016
Q1 | $1.74M | Sell |
12,038
-1,911
| -14% | -$276K | 1.34% | 14 |
|
|
2015
Q4 | $1.94M | Buy |
13,949
+564
| +4% | +$78.6K | 1.46% | 10 |
|
|
2015
Q3 | $1.83M | Buy |
13,385
+1,405
| +12% | +$192K | 1.44% | 11 |
|
|
2015
Q2 | $1.8M | Hold |
11,980
| – | – | 1.28% | 14 |
|
|
2015
Q1 | $1.82M | Buy |
11,980
+822
| +7% | +$125K | 1.27% | 13 |
|
|
2014
Q4 | $1.62M | Hold |
11,158
| – | – | 1.19% | 15 |
|
|
2014
Q3 | $1.53M | Buy |
11,158
+286
| +3% | +$39.1K | 1.33% | 15 |
|
|
2014
Q2 | $1.56M | Sell |
10,872
-161
| -1% | -$23K | 1.39% | 17 |
|
|
2014
Q1 | $1.52M | Buy |
11,033
+161
| +1% | +$22.1K | 1.65% | 17 |
|
|
2013
Q4 | $1.46M | Sell |
10,872
-2,523
| -19% | -$338K | 0.82% | 20 |
|
|
2013
Q3 | $1.66M | Buy |
13,395
+10,397
| +347% | +$1.29M | 1.02% | 14 |
|
|
2013
Q2 | $346K | Buy |
+2,998
| New | +$346K | 0.26% | 47 |
|