XF
XML Financial’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 | $2.51M | Buy |
40,518
+1,028
| +3% | +$63.8K | 0.22% | 98 |
|
|
2025
Q1 | $2.3M | Buy |
39,490
+2,205
| +6% | +$129K | 0.21% | 101 |
|
|
2024
Q4 | $2.32M | Buy |
37,285
+6,985
| +23% | +$435K | 0.21% | 103 |
|
|
2024
Q3 | $1.89M | Buy |
30,300
+3,268
| +12% | +$204K | 0.18% | 121 |
|
|
2024
Q2 | $1.58M | Sell |
27,032
-251
| -0.9% | -$14.7K | 0.16% | 131 |
|
|
2024
Q1 | $1.66M | Buy |
27,283
+21,785
| +396% | +$1.32M | 0.17% | 126 |
|
|
2023
Q4 | $1.52M | Sell |
5,498
-27
| -0.5% | -$7.48K | 0.16% | 126 |
|
|
2023
Q3 | $1.38M | Sell |
5,525
-210
| -4% | -$52.4K | 0.17% | 126 |
|
|
2023
Q2 | $1.5M | Buy |
5,735
+46
| +0.8% | +$12K | 0.17% | 128 |
|
|
2023
Q1 | $1.42M | Sell |
5,689
-15
| -0.3% | -$3.75K | 0.17% | 122 |
|
|
2022
Q4 | $1.38M | Buy |
5,704
+24
| +0.4% | +$5.81K | 0.17% | 126 |
|
|
2022
Q3 | $1.25M | Buy |
5,680
+64
| +1% | +$14K | 0.17% | 124 |
|
|
2022
Q2 | $1.27M | Buy |
5,616
+18
| +0.3% | +$4.07K | 0.29% | 70 |
|
|
2022
Q1 | $1.5M | Sell |
5,598
-47
| -0.8% | -$12.6K | 0.18% | 122 |
|
|
2021
Q4 | $1.6M | Buy |
5,645
+97
| +2% | +$27.5K | 0.19% | 118 |
|
|
2021
Q3 | $1.46M | Buy |
5,548
+57
| +1% | +$15K | 0.19% | 118 |
|
|
2021
Q2 | $1.48M | Buy |
+5,491
| New | +$1.48M | 0.32% | 63 |
|
|
2021
Q1 | – | Sell |
-5,517
| Closed | -$1.27M | – | 219 |
|
|
2020
Q4 | $1.27M | Buy |
5,517
+30
| +0.5% | +$6.9K | 0.33% | 66 |
|
|
2020
Q3 | $1.02M | Sell |
5,487
-334
| -6% | -$61.9K | 0.32% | 74 |
|
|
2020
Q2 | $1.04M | Buy |
5,821
+70
| +1% | +$12.4K | 0.36% | 64 |
|
|
2020
Q1 | $827K | Sell |
5,751
-32
| -0.6% | -$4.6K | 0.36% | 72 |
|
|
2019
Q4 | $1.19M | Buy |
+5,783
| New | +$1.19M | 0.43% | 55 |
|