SIA
Soltis Investment Advisors’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 | $18.6M | Buy |
299,143
+2,196
| +0.7% | +$136K | 1.46% | 11 |
|
|
2025
Q1 | $17.3M | Sell |
296,947
-15,300
| -5% | -$893K | 1.55% | 11 |
|
|
2024
Q4 | $19.5M | Sell |
312,247
-5,943
| -2% | -$370K | 1.8% | 8 |
|
|
2024
Q3 | $19.8M | Buy |
318,190
+6,078
| +2% | +$379K | 1.94% | 8 |
|
|
2024
Q2 | $18.3M | Sell |
312,112
-2,073
| -0.7% | -$121K | 1.93% | 9 |
|
|
2024
Q1 | $19.1M | Buy |
314,185
+251,418
| +401% | +$15.3M | 2.14% | 8 |
|
|
2023
Q4 | $17.4M | Buy |
62,767
+572
| +0.9% | +$159K | 1.96% | 9 |
|
|
2023
Q3 | $15.5M | Sell |
62,195
-454
| -0.7% | -$113K | 2% | 9 |
|
|
2023
Q2 | $16.4M | Buy |
62,649
+128
| +0.2% | +$33.5K | 1.9% | 11 |
|
|
2023
Q1 | $15.6M | Sell |
62,521
-63,030
| -50% | -$15.8M | 1.99% | 11 |
|
|
2022
Q4 | $30.4M | Sell |
125,551
-45,261
| -26% | -$10.9M | 4% | 3 |
|
|
2022
Q3 | $37.5M | Sell |
170,812
-121
| -0.1% | -$26.5K | 5.64% | 2 |
|
|
2022
Q2 | $38.7M | Sell |
170,933
-47,888
| -22% | -$10.8M | 5.62% | 2 |
|
|
2022
Q1 | $58.7M | Buy |
218,821
+5,831
| +3% | +$1.56M | 8.16% | 1 |
|
|
2021
Q4 | $60.3M | Buy |
212,990
+2,320
| +1% | +$657K | 8.5% | 2 |
|
|
2021
Q3 | $55.4M | Sell |
210,670
-4,306
| -2% | -$1.13M | 8.58% | 2 |
|
|
2021
Q2 | $57.8M | Buy |
214,976
+12,853
| +6% | +$3.45M | 9.16% | 1 |
|
|
2021
Q1 | $52.6M | Buy |
202,123
+70,719
| +54% | +$18.4M | 9.59% | 1 |
|
|
2020
Q4 | $30.2M | Buy |
131,404
+77,314
| +143% | +$17.8M | 5.6% | 4 |
|
|
2020
Q3 | $10M | Buy |
54,090
+3,366
| +7% | +$624K | 2.35% | 8 |
|
|
2020
Q2 | $9.02M | Sell |
50,724
-139
| -0.3% | -$24.7K | 2.34% | 6 |
|
|
2020
Q1 | $7.32M | Sell |
50,863
-54,480
| -52% | -$7.84M | 2.27% | 7 |
|
|
2019
Q4 | $21.7M | Buy |
+105,343
| New | +$21.7M | 4.17% | 5 |
|