SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $543K | Hold |
8,755
| – | – | 0.12% | 123 |
|
|
2025
Q1 | $511K | Sell |
8,755
-200
| -2% | -$11.7K | 0.12% | 119 |
|
|
2024
Q4 | $558K | Hold |
8,955
| – | – | 0.14% | 105 |
|
|
2024
Q3 | $558K | Buy |
8,955
+545
| +6% | +$34K | 0.14% | 100 |
|
|
2024
Q2 | $492K | Hold |
8,410
| – | – | 0.13% | 103 |
|
|
2024
Q1 | $511K | Buy |
8,410
+6,728
| +400% | +$409K | 0.14% | 100 |
|
|
2023
Q4 | $466K | Hold |
1,682
| – | – | 0.15% | 99 |
|
|
2023
Q3 | $419K | Hold |
1,682
| – | – | 0.15% | 99 |
|
|
2023
Q2 | $440K | Buy |
1,682
+22
| +1% | +$5.75K | 0.15% | 98 |
|
|
2023
Q1 | $415K | Hold |
1,660
| – | – | 0.14% | 102 |
|
|
2022
Q4 | $402K | Hold |
1,660
| – | – | 0.14% | 106 |
|
|
2022
Q3 | $364K | Sell |
1,660
-5,796
| -78% | -$1.27M | 0.14% | 107 |
|
|
2022
Q2 | $2.77M | Sell |
7,456
-11
| -0.1% | -$4.09K | 0.95% | 31 |
|
|
2022
Q1 | $3.29M | Sell |
7,467
-940
| -11% | -$415K | 0.93% | 31 |
|
|
2021
Q4 | $3.94M | Sell |
8,407
-175
| -2% | -$82K | 1.11% | 24 |
|
|
2021
Q3 | $3.7M | Sell |
8,582
-75
| -0.9% | -$32.4K | 1.1% | 22 |
|
|
2021
Q2 | $3.82M | Sell |
8,657
-50
| -0.6% | -$22.1K | 1.12% | 22 |
|
|
2021
Q1 | $3.73M | Buy |
8,707
+904
| +12% | +$387K | 1.2% | 21 |
|
|
2020
Q4 | $3.07M | Sell |
7,803
-95
| -1% | -$37.4K | 1.04% | 24 |
|
|
2020
Q3 | $2.51M | Sell |
7,898
-319
| -4% | -$101K | 0.97% | 27 |
|
|
2020
Q2 | $2.5M | Sell |
8,217
-200
| -2% | -$60.9K | 1.04% | 24 |
|
|
2020
Q1 | $2.08M | Sell |
8,417
-250
| -3% | -$61.8K | 1.1% | 22 |
|
|
2019
Q4 | $3.07M | Hold |
8,667
| – | – | 1.41% | 16 |
|
|
2019
Q3 | $2.88M | Sell |
8,667
-100
| -1% | -$33.2K | 1.47% | 14 |
|
|
2019
Q2 | $2.93M | Sell |
8,767
-783
| -8% | -$262K | 1.5% | 14 |
|
|
2019
Q1 | $3.13M | Sell |
9,550
-58
| -0.6% | -$19K | 1.59% | 14 |
|
|
2018
Q4 | $2.76M | Buy |
9,608
+26
| +0.3% | +$7.46K | 1.62% | 15 |
|
|
2018
Q3 | $3.36M | Sell |
9,582
-64
| -0.7% | -$22.4K | 1.77% | 14 |
|
|
2018
Q2 | $3.27M | Sell |
9,646
-140
| -1% | -$47.4K | 1.93% | 11 |
|
|
2018
Q1 | $3.19M | Sell |
9,786
-130
| -1% | -$42.4K | 1.96% | 11 |
|
|
2017
Q4 | $3.27M | Buy |
9,916
+200
| +2% | +$66K | 2.03% | 10 |
|
|
2017
Q3 | $3.03M | Sell |
9,716
-115
| -1% | -$35.8K | 2.01% | 10 |
|
|
2017
Q2 | $2.98M | Buy |
9,831
+74
| +0.8% | +$22.4K | 1.99% | 9 |
|
|
2017
Q1 | $2.92M | Sell |
9,757
-125
| -1% | -$37.4K | 2.1% | 9 |
|
|
2016
Q4 | $2.86M | Buy |
+9,882
| New | +$2.86M | 2.29% | 9 |
|