Sharkey, Howes & Javer’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Sharkey, Howes & Javer’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 Q2	$1.02M	Buy	13,271 +179	+1%	+$13.1K	0.12%	85
2026 Q1	$884K	Sell	13,092 -881	-6%	-$61.1K	0.12%	87
2025 Q4	$922K	Sell	13,973 -597	-4%	-$39.1K	0.12%	82
2025 Q3	$951K	Sell	14,570 -291	-2%	-$18.7K	0.12%	86
2025 Q2	$922K	Buy	14,861 +3,613	+32%	+$212K	0.12%	96
2025 Q1	$656K	Sell	11,248 -1,206	-10%	-$74.9K	0.09%	97
2024 Q4	$776K	Buy	12,454 +491	+4%	+$31.5K	0.11%	92
2024 Q3	$746K	Sell	11,963 -256	-2%	-$15.4K	0.11%	89
2024 Q2	$715K	Buy	12,219 +1	+0%	+$59	0.12%	76
2024 Q1	$742K	Sell	12,218 -2,577	-17%	-$146K	0.12%	77
2023 Q4	$820K	Sell	14,795 -48,705	-77%	-$2.47M	0.14%	68
2023 Q3	$3.17M	Buy	63,500 +48,740	+330%	+$2.55M	0.61%	33
2023 Q2	$772K	Hold	14,760	–	–	0.15%	64
2023 Q1	$738K	Buy	14,760 +5	+0%	+$255	0.16%	65
2022 Q4	$714K	Sell	14,755 -2,950	-17%	-$143K	0.16%	64
2022 Q3	$776K	Buy	17,705 +150	+0.9%	+$7.25K	0.17%	63
2022 Q2	$794K	Sell	17,555 -6,520	-27%	-$322K	0.19%	52
2022 Q1	$1.29M	Sell	24,075 -1,415	-6%	-$75.3K	0.3%	40
2021 Q4	$1.44M	Sell	25,490 -5,640	-18%	-$314K	0.33%	41
2021 Q3	$1.64M	Buy	31,130 +7,255	+30%	+$390K	0.42%	34
2021 Q2	$1.28M	Buy	23,875 +9,045	+61%	+$488K	0.34%	37
2021 Q1	$772K	Sell	14,830 -330	-2%	-$16.5K	0.24%	45
2020 Q4	$697K	Sell	15,160 -965	-6%	-$40.7K	0.23%	45
2020 Q3	$598K	Hold	16,125	–	–	0.23%	46
2020 Q2	$573K	Sell	16,125 -370	-2%	-$12.3K	0.25%	48
2020 Q1	$475K	Sell	16,495 -31,800	-66%	-$1.18M	0.25%	43
2019 Q4	$1.99M	Buy	48,295 +9,715	+25%	+$385K	0.84%	25
2019 Q3	$1.49M	Buy	38,580 +395	+1%	+$15.2K	0.64%	28
2019 Q2	$1.48M	Sell	38,185 -305	-0.8%	-$11.7K	0.67%	26
2019 Q1	$1.46M	Buy	38,490 +1,485	+4%	+$54.8K	0.68%	27
2018 Q4	$1.23M	Sell	37,005 -8,595	-19%	-$314K	0.8%	17
2018 Q3	$1.84M	Buy	45,600 +75	+0.2%	+$3.02K	0.96%	13
2018 Q2	$1.77M	Sell	45,525 -1,610	-3%	-$62.2K	0.98%	13
2018 Q1	$1.77M	Buy	47,135 +30	+0.1%	+$1.15K	1%	13
2017 Q4	$1.79M	Sell	47,105 -960	-2%	-$35.5K	1.04%	12
2017 Q3	$1.74M	Sell	48,065 -560	-1%	-$19.5K	0.92%	11
2017 Q2	$1.69M	Sell	48,625 -3,320	-6%	-$115K	0.95%	11
2017 Q1	$1.78M	Buy	51,945 +1,670	+3%	+$56.8K	0.94%	12
2016 Q4	$1.66M	Buy	50,275 +5,805	+13%	+$184K	1.01%	11
2016 Q3	$1.38M	Buy	44,470 +130	+0.3%	+$4.02K	0.83%	11
2016 Q2	$1.32M	Buy	44,340 +3,250	+8%	+$95.3K	0.83%	11
2016 Q1	$1.19M	Sell	41,090 -5,540	-12%	-$148K	0.87%	13
2015 Q4	$1.3M	Sell	46,630 -15,885	-25%	-$454K	0.91%	14
2015 Q3	$1.77M	Buy	+62,515	New	+$1.82M	1.36%	12
2015 Q2	–	Sell	-76,825	Closed	-$2.33M	–	215
2015 Q1	$2.33M	Buy	+76,825	New	+$2.27M	1.5%	11