Seneca House Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Seneca House Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$810K	Buy	11,998 +55	+0.5%	+$3.81K	0.32%	56
2025 Q4	$788K	Buy	11,943 +12	+0.1%	+$786	0.29%	54
2025 Q3	$779K	Buy	11,931 +158	+1%	+$10.2K	0.31%	51
2025 Q2	$730K	Buy	11,773 +56	+0.5%	+$3.29K	0.31%	47
2025 Q1	$684K	Buy	11,717 +6	+0.1%	+$373	0.29%	49
2024 Q4	$730K	Buy	11,711 +109	+0.9%	+$6.99K	0.29%	51
2024 Q3	$723K	Buy	11,602 +58	+0.5%	+$3.5K	0.3%	45
2024 Q2	$676K	Sell	11,544 -982	-8%	-$57.7K	0.29%	47
2024 Q1	$761K	Buy	12,526 +6	+0%	+$340	0.33%	45
2023 Q4	$694K	Buy	12,520 +635	+5%	+$32.2K	0.32%	47
2023 Q3	$586K	Buy	11,885 +90	+0.8%	+$4.72K	0.31%	51
2023 Q2	$617K	Buy	11,795 +110	+0.9%	+$5.47K	0.31%	55
2023 Q1	$585K	Sell	11,685 -185	-2%	-$9.43K	0.3%	55
2022 Q4	$574K	Sell	11,870 -470	-4%	-$22.7K	0.32%	53
2022 Q3	$541K	Buy	12,340 +250	+2%	+$12.1K	0.4%	52
2022 Q2	$547K	Buy	12,090 +240	+2%	+$11.8K	0.36%	58
2022 Q1	$636K	Buy	11,850 +5	+0%	+$266	0.34%	57
2021 Q4	$670K	Sell	11,845 -3,280	-22%	-$183K	0.35%	56
2021 Q3	$796K	Buy	15,125 +1,415	+10%	+$76.1K	0.48%	44
2021 Q2	$737K	Buy	13,710 +5,445	+66%	+$294K	0.48%	37
2021 Q1	$430K	Sell	8,265 -1,750	-17%	-$87.4K	0.3%	48
2020 Q4	$460K	Buy	10,015 +980	+11%	+$41.3K	0.33%	46
2020 Q3	$335K	Sell	9,035 -165	-2%	-$6.17K	0.27%	54
2020 Q2	$327K	Buy	9,200 +85	+0.9%	+$2.82K	0.28%	54
2020 Q1	$262K	Sell	9,115 -7,445	-45%	-$277K	0.28%	52
2019 Q4	$682K	Sell	16,560 -2,550	-13%	-$101K	0.59%	45
2019 Q3	$739K	Sell	19,110 -300	-2%	-$11.5K	0.7%	42
2019 Q2	$751K	Sell	19,410 -230	-1%	-$8.81K	0.69%	42
2019 Q1	$744K	Sell	19,640 -1,455	-7%	-$53.7K	0.65%	47
2018 Q4	$701K	Sell	21,095 -1,070	-5%	-$39K	0.66%	43
2018 Q3	$892K	Sell	22,165 -1,715	-7%	-$68.9K	0.7%	38
2018 Q2	$930K	Sell	23,880 -285	-1%	-$11K	0.76%	39
2018 Q1	$907K	Sell	24,165 -1,545	-6%	-$59.1K	0.76%	40
2017 Q4	$976K	Buy	+25,710	New	+$951K	0.84%	38