SHFA
SC&H 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 | $856K | Buy |
13,805
+17
| +0.1% | +$1.05K | 0.15% | 76 |
|
|
2025
Q1 | $805K | Buy |
13,788
+15
| +0.1% | +$875 | 0.16% | 73 |
|
|
2024
Q4 | $858K | Buy |
13,773
+1,919
| +16% | +$120K | 0.18% | 69 |
|
|
2024
Q3 | $739K | Sell |
11,854
-116
| -1% | -$7.23K | 0.16% | 77 |
|
|
2024
Q2 | $700K | Buy |
11,970
+1,790
| +18% | +$105K | 0.17% | 75 |
|
|
2024
Q1 | $618K | Buy |
10,180
+8,224
| +420% | +$500K | 0.16% | 81 |
|
|
2023
Q4 | $542K | Sell |
1,956
-595
| -23% | -$165K | 0.16% | 84 |
|
|
2023
Q3 | $636K | Hold |
2,551
| – | – | 0.21% | 75 |
|
|
2023
Q2 | $667K | Buy |
2,551
+3
| +0.1% | +$784 | 0.22% | 77 |
|
|
2023
Q1 | $637K | Sell |
2,548
-805
| -24% | -$201K | 0.23% | 75 |
|
|
2022
Q4 | $811K | Buy |
3,353
+362
| +12% | +$87.6K | 0.34% | 64 |
|
|
2022
Q3 | $656K | Sell |
2,991
-232
| -7% | -$50.9K | 0.33% | 64 |
|
|
2022
Q2 | $729K | Buy |
3,223
+1,758
| +120% | +$398K | 0.34% | 60 |
|
|
2022
Q1 | $393K | Buy |
1,465
+277
| +23% | +$74.3K | 0.19% | 105 |
|
|
2021
Q4 | $336K | Buy |
+1,188
| New | +$336K | 0.19% | 113 |
|