VHAM
Van Hulzen Asset Management’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
Q1 | – | Sell |
-1,526
| Closed | -$95.1K | – | 671 |
|
|
2024
Q4 | $95.1K | Buy |
+1,526
| New | +$95.1K | 0.01% | 399 |
|
|
2023
Q4 | – | Sell |
-16,164
| Closed | -$4.03M | – | 313 |
|
|
2023
Q3 | $4.03M | Buy |
+16,164
| New | +$4.03M | 0.31% | 67 |
|
|
2018
Q1 | – | Sell |
-1,157
| Closed | -$220K | – | 220 |
|
|
2017
Q4 | $220K | Buy |
+1,157
| New | +$220K | 0.07% | 188 |
|
|
2017
Q1 | – | Sell |
-1,452
| Closed | -$240K | – | 135 |
|
|
2016
Q4 | $240K | Buy |
+1,452
| New | +$240K | 0.11% | 111 |
|