SFA
Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.3M | Buy |
20,932
+221
| +1% | +$13.8K | 0.39% | 36 |
|
|
2024
Q2 | $1.21M | Buy |
20,711
+1,382
| +7% | +$80.9K | 0.37% | 35 |
|
|
2024
Q1 | $1.17M | Buy |
19,329
+16,282
| +534% | +$989K | 0.36% | 37 |
|
|
2023
Q4 | $844K | Buy |
3,047
+83
| +3% | +$23K | 0.26% | 56 |
|
|
2023
Q3 | $739K | Sell |
2,964
-598
| -17% | -$149K | 0.25% | 59 |
|
|
2023
Q2 | $931K | Buy |
3,562
+103
| +3% | +$26.9K | 0.31% | 48 |
|
|
2023
Q1 | $865K | Sell |
3,459
-412
| -11% | -$103K | 0.29% | 56 |
|
|
2022
Q4 | $936K | Buy |
3,871
+77
| +2% | +$18.6K | 0.35% | 50 |
|
|
2022
Q3 | $832K | Buy |
3,794
+1,277
| +51% | +$280K | 0.33% | 56 |
|
|
2022
Q2 | $569K | Sell |
2,517
-61
| -2% | -$13.8K | 0.22% | 70 |
|
|
2022
Q1 | $692K | Sell |
2,578
-1,049
| -29% | -$282K | 0.2% | 67 |
|
|
2021
Q4 | $1.03M | Buy |
3,627
+285
| +9% | +$80.7K | 0.28% | 55 |
|
|
2021
Q3 | $879K | Buy |
3,342
+310
| +10% | +$81.5K | 0.23% | 53 |
|
|
2021
Q2 | $815K | Sell |
3,032
-1,537
| -34% | -$413K | 0.21% | 56 |
|
|
2021
Q1 | $1.19M | Buy |
4,569
+148
| +3% | +$38.5K | 0.32% | 47 |
|
|
2020
Q4 | $1.02M | Buy |
+4,421
| New | +$1.02M | 0.27% | 49 |
|