SHJ
Sharkey, Howes & Javer’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 | $922K | Buy |
14,861
+3,613
| +32% | +$224K | 0.12% | 96 |
|
|
2025
Q1 | $656K | Sell |
11,248
-1,206
| -10% | -$70.4K | 0.09% | 97 |
|
|
2024
Q4 | $776K | Buy |
12,454
+491
| +4% | +$30.6K | 0.11% | 92 |
|
|
2024
Q3 | $746K | Sell |
11,963
-256
| -2% | -$16K | 0.11% | 89 |
|
|
2024
Q2 | $715K | Buy |
12,219
+1
| +0% | +$59 | 0.12% | 76 |
|
|
2024
Q1 | $742K | Buy |
12,218
+9,259
| +313% | +$562K | 0.12% | 77 |
|
|
2023
Q4 | $820K | Sell |
2,959
-9,741
| -77% | -$2.7M | 0.14% | 68 |
|
|
2023
Q3 | $3.17M | Buy |
12,700
+9,748
| +330% | +$2.43M | 0.61% | 33 |
|
|
2023
Q2 | $772K | Hold |
2,952
| – | – | 0.15% | 64 |
|
|
2023
Q1 | $738K | Buy |
2,952
+1
| +0% | +$250 | 0.16% | 65 |
|
|
2022
Q4 | $714K | Sell |
2,951
-590
| -17% | -$143K | 0.16% | 64 |
|
|
2022
Q3 | $776K | Buy |
3,541
+30
| +0.9% | +$6.57K | 0.17% | 63 |
|
|
2022
Q2 | $794K | Sell |
3,511
-1,304
| -27% | -$295K | 0.19% | 52 |
|
|
2022
Q1 | $1.29M | Sell |
4,815
-283
| -6% | -$75.9K | 0.3% | 40 |
|
|
2021
Q4 | $1.44M | Sell |
5,098
-1,128
| -18% | -$319K | 0.33% | 41 |
|
|
2021
Q3 | $1.64M | Buy |
6,226
+1,451
| +30% | +$382K | 0.42% | 34 |
|
|
2021
Q2 | $1.28M | Buy |
4,775
+1,809
| +61% | +$486K | 0.34% | 37 |
|
|
2021
Q1 | $772K | Sell |
2,966
-66
| -2% | -$17.2K | 0.24% | 45 |
|
|
2020
Q4 | $697K | Sell |
3,032
-193
| -6% | -$44.4K | 0.23% | 45 |
|
|
2020
Q3 | $598K | Hold |
3,225
| – | – | 0.23% | 46 |
|
|
2020
Q2 | $573K | Sell |
3,225
-74
| -2% | -$13.1K | 0.25% | 48 |
|
|
2020
Q1 | $475K | Sell |
3,299
-6,360
| -66% | -$916K | 0.25% | 43 |
|
|
2019
Q4 | $1.99M | Buy |
9,659
+1,943
| +25% | +$400K | 0.84% | 25 |
|
|
2019
Q3 | $1.49M | Buy |
7,716
+79
| +1% | +$15.3K | 0.64% | 28 |
|
|
2019
Q2 | $1.48M | Sell |
7,637
-61
| -0.8% | -$11.9K | 0.67% | 26 |
|
|
2019
Q1 | $1.46M | Buy |
7,698
+297
| +4% | +$56.3K | 0.68% | 27 |
|
|
2018
Q4 | $1.23M | Sell |
7,401
-1,719
| -19% | -$285K | 0.8% | 17 |
|
|
2018
Q3 | $1.84M | Buy |
9,120
+15
| +0.2% | +$3.02K | 0.96% | 13 |
|
|
2018
Q2 | $1.77M | Sell |
9,105
-322
| -3% | -$62.7K | 0.98% | 13 |
|
|
2018
Q1 | $1.77M | Buy |
9,427
+6
| +0.1% | +$1.13K | 1% | 13 |
|
|
2017
Q4 | $1.79M | Sell |
9,421
-192
| -2% | -$36.4K | 1.04% | 12 |
|
|
2017
Q3 | $1.74M | Sell |
9,613
-112
| -1% | -$20.3K | 0.92% | 11 |
|
|
2017
Q2 | $1.69M | Sell |
9,725
-664
| -6% | -$116K | 0.95% | 11 |
|
|
2017
Q1 | $1.78M | Buy |
10,389
+334
| +3% | +$57.2K | 0.94% | 12 |
|
|
2016
Q4 | $1.66M | Buy |
10,055
+1,161
| +13% | +$192K | 1.01% | 11 |
|
|
2016
Q3 | $1.38M | Buy |
8,894
+26
| +0.3% | +$4.02K | 0.83% | 11 |
|
|
2016
Q2 | $1.33M | Buy |
8,868
+650
| +8% | +$97.1K | 0.83% | 11 |
|
|
2016
Q1 | $1.19M | Sell |
8,218
-1,108
| -12% | -$160K | 0.87% | 13 |
|
|
2015
Q4 | $1.3M | Sell |
9,326
-3,177
| -25% | -$443K | 0.91% | 14 |
|
|
2015
Q3 | $1.77M | Buy |
+12,503
| New | +$1.77M | 1.36% | 12 |
|
|
2015
Q2 | – | Sell |
-15,365
| Closed | -$2.34M | – | 215 |
|
|
2015
Q1 | $2.34M | Buy |
+15,365
| New | +$2.34M | 1.5% | 11 |
|