SGK
Steigerwald Gordon & Koch’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 | $2.82M | Buy |
45,515
+1,225
| +3% | +$76K | 0.3% | 49 |
|
|
2025
Q1 | $2.58M | Buy |
44,290
+257
| +0.6% | +$15K | 0.29% | 49 |
|
|
2024
Q4 | $2.74M | Sell |
44,033
-459
| -1% | -$28.6K | 0.31% | 49 |
|
|
2024
Q3 | $2.77M | Buy |
44,492
+491
| +1% | +$30.6K | 0.3% | 49 |
|
|
2024
Q2 | $2.57M | Buy |
44,001
+1,320
| +3% | +$77.2K | 0.31% | 49 |
|
|
2024
Q1 | $2.59M | Buy |
42,681
+34,208
| +404% | +$2.08M | 0.32% | 47 |
|
|
2023
Q4 | $2.35M | Buy |
8,473
+49
| +0.6% | +$13.6K | 0.32% | 46 |
|
|
2023
Q3 | $2.1M | Buy |
8,424
+100
| +1% | +$24.9K | 0.32% | 46 |
|
|
2023
Q2 | $2.18M | Sell |
8,324
-116
| -1% | -$30.3K | 0.32% | 45 |
|
|
2023
Q1 | $2.11M | Sell |
8,440
-670
| -7% | -$168K | 0.32% | 46 |
|
|
2022
Q4 | $2.2M | Sell |
9,110
-4
| -0% | -$968 | 0.35% | 46 |
|
|
2022
Q3 | $2M | Buy |
9,114
+145
| +2% | +$31.8K | 0.37% | 47 |
|
|
2022
Q2 | $2.03M | Sell |
8,969
-211
| -2% | -$47.7K | 0.35% | 48 |
|
|
2022
Q1 | $2.46M | Sell |
9,180
-184
| -2% | -$49.4K | 0.38% | 48 |
|
|
2021
Q4 | $2.65M | Buy |
9,364
+117
| +1% | +$33.1K | 0.4% | 47 |
|
|
2021
Q3 | $2.43M | Sell |
9,247
-213
| -2% | -$56K | 0.4% | 48 |
|
|
2021
Q2 | $2.54M | Buy |
9,460
+275
| +3% | +$73.9K | 0.42% | 48 |
|
|
2021
Q1 | $2.39M | Buy |
9,185
+815
| +10% | +$212K | 0.44% | 47 |
|
|
2020
Q4 | $1.92M | Sell |
8,370
-180
| -2% | -$41.4K | 0.39% | 47 |
|
|
2020
Q3 | $1.58M | Sell |
8,550
-304
| -3% | -$56.3K | 0.37% | 47 |
|
|
2020
Q2 | $1.57M | Sell |
8,854
-140
| -2% | -$24.9K | 0.42% | 49 |
|
|
2020
Q1 | $1.29M | Sell |
8,994
-2,205
| -20% | -$317K | 0.44% | 45 |
|
|
2019
Q4 | $2.31M | Sell |
11,199
-364
| -3% | -$74.9K | 0.54% | 45 |
|
|
2019
Q3 | $2.23M | Sell |
11,563
-174
| -1% | -$33.6K | 0.57% | 44 |
|
|
2019
Q2 | $2.28M | Sell |
11,737
-440
| -4% | -$85.5K | 0.59% | 43 |
|
|
2019
Q1 | $2.31M | Sell |
12,177
-727
| -6% | -$138K | 0.61% | 42 |
|
|
2018
Q4 | $2.14M | Sell |
12,904
-54
| -0.4% | -$8.97K | 0.64% | 39 |
|
|
2018
Q3 | $2.61M | Sell |
12,958
-508
| -4% | -$102K | 0.65% | 41 |
|
|
2018
Q2 | $2.62M | Sell |
13,466
-588
| -4% | -$115K | 0.7% | 41 |
|
|
2018
Q1 | $2.64M | Buy |
14,054
+86
| +0.6% | +$16.1K | 0.74% | 41 |
|
|
2017
Q4 | $2.63M | Sell |
13,968
-963
| -6% | -$181K | 0.73% | 39 |
|
|
2017
Q3 | $2.65M | Sell |
14,931
-75
| -0.5% | -$13.3K | 0.73% | 40 |
|
|
2017
Q2 | $2.59M | Sell |
15,006
-438
| -3% | -$75.7K | 0.73% | 40 |
|
|
2017
Q1 | $2.63M | Sell |
15,444
-870
| -5% | -$148K | 0.78% | 40 |
|
|
2016
Q4 | $2.68M | Buy |
16,314
+605
| +4% | +$99.4K | 0.85% | 39 |
|
|
2016
Q3 | $2.42M | Sell |
15,709
-215
| -1% | -$33.1K | 0.84% | 39 |
|
|
2016
Q2 | $2.36M | Sell |
15,924
-340
| -2% | -$50.5K | 0.85% | 39 |
|
|
2016
Q1 | $2.33M | Sell |
16,264
-738
| -4% | -$106K | 0.89% | 39 |
|
|
2015
Q4 | $2.36M | Sell |
17,002
-605
| -3% | -$83.8K | 0.96% | 38 |
|
|
2015
Q3 | $2.39M | Buy |
17,607
+86
| +0.5% | +$11.7K | 1.06% | 38 |
|
|
2015
Q2 | $2.61M | Buy |
17,521
+57
| +0.3% | +$8.5K | 1.19% | 35 |
|
|
2015
Q1 | $2.64M | Buy |
17,464
+241
| +1% | +$36.4K | 1.23% | 36 |
|
|
2014
Q4 | $2.48M | Buy |
17,223
+25
| +0.1% | +$3.6K | 1.24% | 35 |
|
|
2014
Q3 | $2.35M | Sell |
17,198
-1,873
| -10% | -$256K | 1.23% | 35 |
|
|
2014
Q2 | $2.73M | Sell |
19,071
-158
| -0.8% | -$22.6K | 1.45% | 33 |
|
|
2014
Q1 | $2.64M | Sell |
19,229
-232
| -1% | -$31.9K | 1.52% | 32 |
|
|
2013
Q4 | $2.6M | Sell |
19,461
-176
| -0.9% | -$23.6K | 1.55% | 31 |
|
|
2013
Q3 | $2.44M | Buy |
19,637
+15
| +0.1% | +$1.86K | 1.59% | 32 |
|
|
2013
Q2 | $2.27M | Buy |
+19,622
| New | +$2.27M | 1.6% | 33 |
|