YIA
YHB Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Sell |
467,090
-1,410
| -0.3% | -$87.4K | 2.24% | 8 |
|
|
2025
Q1 | $27.3M | Buy |
468,500
+2,689
| +0.6% | +$157K | 2.28% | 7 |
|
|
2024
Q4 | $29M | Buy |
465,811
+4,267
| +0.9% | +$266K | 2.38% | 8 |
|
|
2024
Q3 | $28.8M | Buy |
461,544
+5,570
| +1% | +$347K | 2.38% | 6 |
|
|
2024
Q2 | $26.7M | Sell |
455,974
-3,638
| -0.8% | -$213K | 2.3% | 9 |
|
|
2024
Q1 | $27.9M | Buy |
459,612
+371,821
| +424% | +$22.6M | 2.48% | 6 |
|
|
2023
Q4 | $24.3M | Buy |
87,791
+11,773
| +15% | +$3.26M | 2.36% | 7 |
|
|
2023
Q3 | $19M | Buy |
76,018
+533
| +0.7% | +$133K | 1.75% | 11 |
|
|
2023
Q2 | $19.7M | Buy |
75,485
+362
| +0.5% | +$94.7K | 1.84% | 11 |
|
|
2023
Q1 | $18.8M | Buy |
75,123
+148
| +0.2% | +$37K | 1.88% | 11 |
|
|
2022
Q4 | $18.1M | Buy |
74,975
+54
| +0.1% | +$13.1K | 1.93% | 10 |
|
|
2022
Q3 | $16.4M | Buy |
74,921
+13,357
| +22% | +$2.93M | 1.83% | 12 |
|
|
2022
Q2 | $13.9M | Sell |
61,564
-1,108
| -2% | -$251K | 1.47% | 13 |
|
|
2022
Q1 | $16.8M | Buy |
62,672
+565
| +0.9% | +$152K | 1.48% | 12 |
|
|
2021
Q4 | $17.6M | Buy |
62,107
+648
| +1% | +$183K | 1.39% | 15 |
|
|
2021
Q3 | $16.2M | Buy |
61,459
+802
| +1% | +$211K | 1.39% | 15 |
|
|
2021
Q2 | $16.3M | Sell |
60,657
-162
| -0.3% | -$43.5K | 1.39% | 15 |
|
|
2021
Q1 | $16.5M | Sell |
60,819
-2,603
| -4% | -$706K | 1.43% | 14 |
|
|
2020
Q4 | $14.6M | Sell |
63,422
-2
| -0% | -$460 | 1.39% | 15 |
|
|
2020
Q3 | $11.8M | Buy |
+63,424
| New | +$11.8M | 1.28% | 20 |
|