180 Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Sell |
8,771
-367
| -4% | -$22.8K | 0.08% | 229 |
|
|
2025
Q1 | $533K | Sell |
9,138
-54
| -0.6% | -$3.15K | 0.08% | 221 |
|
|
2024
Q4 | $573K | Buy |
9,192
+1,061
| +13% | +$66.1K | 0.09% | 203 |
|
|
2024
Q3 | $507K | Buy |
8,131
+41
| +0.5% | +$2.56K | 0.08% | 226 |
|
|
2024
Q2 | $484K | Sell |
8,090
-134
| -2% | -$8.01K | 0.08% | 220 |
|
|
2024
Q1 | $500K | Sell |
8,224
-101
| -1% | -$6.14K | 0.09% | 207 |
|
|
2023
Q4 | $460K | Sell |
8,325
-275
| -3% | -$15.2K | 0.09% | 210 |
|
|
2023
Q3 | $429K | Buy |
8,600
+355
| +4% | +$17.7K | 0.1% | 207 |
|
|
2023
Q2 | $432K | Sell |
8,245
-45
| -0.5% | -$2.36K | 0.09% | 208 |
|
|
2023
Q1 | $415K | Sell |
8,290
-5
| -0.1% | -$250 | 0.1% | 207 |
|
|
2022
Q4 | $431K | Sell |
8,295
-70
| -0.8% | -$3.64K | 0.1% | 205 |
|
|
2022
Q3 | $367K | Sell |
8,365
-155
| -2% | -$6.8K | 0.1% | 196 |
|
|
2022
Q2 | $390K | Buy |
8,520
+20
| +0.2% | +$915 | 0.1% | 193 |
|
|
2022
Q1 | $455K | Buy |
8,500
+75
| +0.9% | +$4.02K | 0.1% | 190 |
|
|
2021
Q4 | $435K | Buy |
8,425
+70
| +0.8% | +$3.61K | 0.1% | 199 |
|
|
2021
Q3 | $458K | Sell |
8,355
-1,150
| -12% | -$63K | 0.1% | 199 |
|
|
2021
Q2 | $516K | Sell |
9,505
-525
| -5% | -$28.5K | 0.12% | 168 |
|
|
2021
Q1 | $539K | Buy |
10,030
+95
| +1% | +$5.11K | 0.13% | 148 |
|
|
2020
Q4 | $484K | Buy |
9,935
+705
| +8% | +$34.3K | 0.14% | 150 |
|
|
2020
Q3 | $365K | Buy |
9,230
+360
| +4% | +$14.2K | 0.14% | 156 |
|
|
2020
Q2 | $325K | Sell |
8,870
-24,260
| -73% | -$889K | 0.13% | 163 |
|
|
2020
Q1 | $907K | Sell |
33,130
-2,545
| -7% | -$69.7K | 0.47% | 63 |
|
|
2019
Q4 | $1.48M | Sell |
35,675
-3,525
| -9% | -$146K | 0.59% | 38 |
|
|
2019
Q3 | $1.5M | Sell |
39,200
-5,120
| -12% | -$196K | 0.66% | 32 |
|
|
2019
Q2 | $1.71M | Buy |
44,320
+780
| +2% | +$30.1K | 0.77% | 29 |
|
|
2019
Q1 | $1.69M | Sell |
43,540
-2,675
| -6% | -$104K | 0.77% | 29 |
|
|
2018
Q4 | $1.86M | Sell |
46,215
-1,090
| -2% | -$43.9K | 0.87% | 26 |
|
|
2018
Q3 | $1.9M | Sell |
47,305
-1,335
| -3% | -$53.7K | 0.88% | 26 |
|
|
2018
Q2 | $1.9M | Buy |
48,640
+25,895
| +114% | +$1.01M | 0.94% | 24 |
|
|
2018
Q1 | $854K | Buy |
22,745
+10,725
| +89% | +$403K | 0.44% | 76 |
|
|
2017
Q4 | $456K | Buy |
+12,020
| New | +$456K | 0.23% | 120 |
|