Security National Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
14,259
+2,208
| +18% | +$137K | 0.15% | 75 |
|
|
2025
Q1 | $703K | Buy |
12,051
+201
| +2% | +$11.7K | 0.13% | 78 |
|
|
2024
Q4 | $738K | Buy |
11,850
+2,750
| +30% | +$171K | 0.11% | 73 |
|
|
2024
Q3 | $567K | Hold |
9,100
| – | – | 0.08% | 79 |
|
|
2024
Q2 | $533K | Hold |
9,100
| – | – | 0.08% | 79 |
|
|
2024
Q1 | $553K | Hold |
9,100
| – | – | 0.08% | 74 |
|
|
2023
Q4 | $504K | Sell |
9,100
-2,490
| -21% | -$138K | 0.11% | 77 |
|
|
2023
Q3 | $580K | Sell |
11,590
-190
| -2% | -$9.51K | 0.16% | 68 |
|
|
2023
Q2 | $616K | Buy |
11,780
+140
| +1% | +$7.32K | 0.16% | 65 |
|
|
2023
Q1 | $582K | Sell |
11,640
-3,040
| -21% | -$152K | 0.16% | 65 |
|
|
2022
Q4 | $710K | Buy |
14,680
+4,220
| +40% | +$204K | 0.19% | 61 |
|
|
2022
Q3 | $459K | Buy |
10,460
+175
| +2% | +$7.68K | 0.13% | 69 |
|
|
2022
Q2 | $465K | Buy |
10,285
+260
| +3% | +$11.8K | 0.13% | 68 |
|
|
2022
Q1 | $538K | Buy |
10,025
+1,000
| +11% | +$53.7K | 0.12% | 68 |
|
|
2021
Q4 | $511K | Sell |
9,025
-535
| -6% | -$30.3K | 0.12% | 69 |
|
|
2021
Q3 | $503K | Buy |
9,560
+5,000
| +110% | +$263K | 0.13% | 67 |
|
|
2021
Q2 | $245K | Hold |
4,560
| – | – | 0.06% | 88 |
|
|
2021
Q1 | $237K | Hold |
4,560
| – | – | 0.07% | 87 |
|
|
2020
Q4 | $210K | Buy |
+4,560
| New | +$210K | 0.07% | 72 |
|
|
2020
Q1 | – | Sell |
-9,390
| Closed | -$387K | – | 71 |
|
|
2019
Q4 | $387K | Hold |
9,390
| – | – | 0.17% | 60 |
|
|
2019
Q3 | $363K | Buy |
9,390
+380
| +4% | +$14.7K | 0.17% | 56 |
|
|
2019
Q2 | $350K | Buy |
9,010
+1,070
| +13% | +$41.6K | 0.17% | 58 |
|
|
2019
Q1 | $301K | Buy |
+7,940
| New | +$301K | 0.16% | 63 |
|