SAF
Smith Anglin Financial’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 | $4.17M | Sell |
67,202
-4,088
| -6% | -$254K | 0.38% | 29 |
|
|
2025
Q1 | $4.16M | Buy |
71,290
+1,952
| +3% | +$114K | 0.44% | 29 |
|
|
2024
Q4 | $4.32M | Buy |
69,338
+367
| +0.5% | +$22.9K | 0.41% | 29 |
|
|
2024
Q3 | $4.3M | Buy |
68,971
+282
| +0.4% | +$17.6K | 0.41% | 29 |
|
|
2024
Q2 | $4.02M | Sell |
68,689
-5,267
| -7% | -$308K | 0.41% | 28 |
|
|
2024
Q1 | $4.49M | Buy |
73,956
+56,803
| +331% | +$3.45M | 0.46% | 26 |
|
|
2023
Q4 | $4.75M | Sell |
17,153
-207,274
| -92% | -$57.4M | 0.55% | 24 |
|
|
2023
Q3 | $56M | Buy |
224,427
+5,665
| +3% | +$1.41M | 6.8% | 3 |
|
|
2023
Q2 | $57.2M | Buy |
218,762
+7,134
| +3% | +$1.87M | 6.94% | 3 |
|
|
2023
Q1 | $52.9M | Sell |
211,628
-2,885
| -1% | -$722K | 7.89% | 2 |
|
|
2022
Q4 | $51.9M | Buy |
214,513
+6,518
| +3% | +$1.58M | 9.8% | 1 |
|
|
2022
Q3 | $45.6M | Buy |
207,995
+55,041
| +36% | +$12.1M | 9.61% | 1 |
|
|
2022
Q2 | $34.6M | Sell |
152,954
-1,391
| -0.9% | -$315K | 10.12% | 1 |
|
|
2022
Q1 | $41.4M | Buy |
154,345
+3,983
| +3% | +$1.07M | 9.6% | 1 |
|
|
2021
Q4 | $42.6M | Buy |
150,362
+11,165
| +8% | +$3.16M | 7.27% | 1 |
|
|
2021
Q3 | $36.6M | Sell |
139,197
-208
| -0.1% | -$54.7K | 7.14% | 1 |
|
|
2021
Q2 | $37.5M | Buy |
139,405
+8,682
| +7% | +$2.33M | 7.21% | 1 |
|
|
2021
Q1 | $34M | Buy |
130,723
+87,586
| +203% | +$22.8M | 7.35% | 1 |
|
|
2020
Q4 | $9.91M | Buy |
+43,137
| New | +$9.91M | 1.78% | 16 |
|