PA
PSI 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 | $866K | Sell |
13,960
-2,625
| -16% | -$163K | 0.43% | 36 |
|
|
2025
Q1 | $968K | Sell |
16,585
-7,209
| -30% | -$421K | 0.31% | 42 |
|
|
2024
Q4 | $1.48M | Sell |
23,794
-2,899
| -11% | -$181K | 0.44% | 37 |
|
|
2024
Q3 | $1.66M | Sell |
26,693
-5,561
| -17% | -$347K | 0.49% | 40 |
|
|
2024
Q2 | $1.89M | Sell |
32,254
-2,922
| -8% | -$171K | 0.6% | 36 |
|
|
2024
Q1 | $2.14M | Buy |
35,176
+27,508
| +359% | +$1.67M | 0.77% | 31 |
|
|
2023
Q4 | $2.13M | Sell |
7,668
-134
| -2% | -$37.1K | 0.79% | 28 |
|
|
2023
Q3 | $1.95M | Sell |
7,802
-371
| -5% | -$92.5K | 0.84% | 25 |
|
|
2023
Q2 | $2.14M | Sell |
8,173
-56
| -0.7% | -$14.6K | 0.94% | 23 |
|
|
2023
Q1 | $2.06M | Buy |
8,229
+69
| +0.8% | +$17.3K | 0.99% | 23 |
|
|
2022
Q4 | $1.97M | Sell |
8,160
-3,432
| -30% | -$830K | 1.05% | 21 |
|
|
2022
Q3 | $2.54M | Sell |
11,592
-1,273
| -10% | -$279K | 1.34% | 17 |
|
|
2022
Q2 | $2.91M | Sell |
12,865
-1
| -0% | -$226 | 1.43% | 16 |
|
|
2022
Q1 | $3.45M | Sell |
12,866
-193
| -1% | -$51.8K | 1.42% | 16 |
|
|
2021
Q4 | $3.7M | Buy |
13,059
+190
| +1% | +$53.8K | 1.5% | 14 |
|
|
2021
Q3 | $3.39M | Buy |
12,869
+270
| +2% | +$71K | 1.56% | 13 |
|
|
2021
Q2 | $3.39M | Sell |
12,599
-182
| -1% | -$48.9K | 1.78% | 12 |
|
|
2021
Q1 | $3.33M | Sell |
12,781
-2,775
| -18% | -$722K | 1.96% | 12 |
|
|
2020
Q4 | $3.58M | Sell |
15,556
-2,925
| -16% | -$672K | 2.47% | 10 |
|
|
2020
Q3 | $3.42M | Sell |
18,481
-1,354
| -7% | -$251K | 2.61% | 8 |
|
|
2020
Q2 | $3.53M | Sell |
19,835
-3,773
| -16% | -$671K | 2.84% | 7 |
|
|
2020
Q1 | $3.38M | Sell |
23,608
-4,169
| -15% | -$596K | 3.11% | 7 |
|
|
2019
Q4 | $5.72M | Buy |
+27,777
| New | +$5.72M | 3.68% | 4 |
|