COLTON GROOME FINANCIAL ADVISORS, LLC IJH holdings history
ISHARES CORE S&P MIDCAP ETF · CUSIP 464287507 · CIK 1780330
As of 2026-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC reported 172.15K IJH (shares), valued at $13.27M, or 3.21% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 3.57%; reported value increased 18.26%, and weight changed +0.01 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 | 3.21% | 172,145 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 3.20% | 166,219 | SEC filing ↗Filed Apr 30, 2026 |
| Q4 2025 | 2.97% | 157,103 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 2.94% | 146,598 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 3.00% | 142,641 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 3.07% | 138,984 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 3.51% | 147,444 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 3.25% | 139,489 | SEC filing ↗Filed Oct 24, 2024 |
| Q2 2024 | 3.28% | 142,322 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 3.26% | 133,469 | SEC filing ↗Filed Apr 18, 2024 |
| Q4 2023 | 2.92% | 24,163 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.92% | 24,163 | $6.70M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 3.26% | 133,469 | $8.11M | Shares increased 452.37%; reported value increased 21.06%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 18, 2024 |
| Q2 2024 | 3.28% | 142,322 | $8.33M | Shares increased 6.63%; reported value increased 2.74%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 3.25% | 139,489 | $8.69M | Shares decreased 1.99%; reported value increased 4.37%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2024 |
| Q4 2024 | 3.51% | 147,444 | $9.19M | Shares increased 5.70%; reported value increased 5.69%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 3.07% | 138,984 | $7.91M | Shares decreased 5.74%; reported value decreased 13.91%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 3.00% | 142,641 | $8.85M | Shares increased 2.63%; reported value increased 11.85%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 2.94% | 146,598 | $9.57M | Shares increased 2.77%; reported value increased 8.14%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 2.97% | 157,103 | $10.37M | Shares increased 7.17%; reported value increased 8.38%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 3.20% | 166,219 | $11.22M | Shares increased 5.80%; reported value increased 8.26%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2026 |
| Q2 2026 | 3.21% | 172,145 | $13.27M | Shares increased 3.57%; reported value increased 18.26%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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