Abundance Wealth Counselors IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1767080
As of 2026-06-30, Abundance Wealth Counselors reported 149.04K IJH (shares), valued at $11.49M, or 0.75% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares increased 65.42%; reported value increased 88.89%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.75% | 149,042 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 0.87% | 90,097 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 0.85% | 76,456 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.90% | 80,546 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 1.09% | 94,150 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 1.17% | 95,537 | SEC filing ↗Filed Apr 21, 2025 |
| Q4 2024 | 1.45% | 106,560 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.41% | 109,272 | SEC filing ↗Filed Oct 17, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | 2.26% | 161,458 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 2.39% | 33,191 | SEC filing ↗Filed Jan 17, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.39% | 33,191 | $9.20M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 17, 2024 |
| Q1 2024 | 2.26% | 161,458 | $9.81M | Shares increased 386.45%; reported value increased 6.61%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 1.41% | 109,272 | $6.81M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 17, 2024 |
| Q4 2024 | 1.45% | 106,560 | $6.64M | Shares decreased 2.48%; reported value decreased 2.50%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 1.17% | 95,537 | $5.58M | Shares decreased 10.34%; reported value decreased 15.90%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2025 |
| Q2 2025 | 1.09% | 94,150 | $5.83M | Shares decreased 1.45%; reported value increased 4.48%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 0.90% | 80,546 | $5.26M | Shares decreased 14.45%; reported value decreased 9.90%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 0.85% | 76,456 | $5.05M | Shares decreased 5.08%; reported value decreased 4.00%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 0.87% | 90,097 | $6.08M | Shares increased 17.84%; reported value increased 20.57%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 0.75% | 149,042 | $11.49M | Shares increased 65.42%; reported value increased 88.89%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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