AAF Wealth Management’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 | $11.2M | Sell |
181,223
-18,816
| -9% | -$1.17M | 5.12% | 7 |
|
|
2025
Q1 | $11.7M | Sell |
200,039
-91,023
| -31% | -$5.31M | 6.3% | 6 |
|
|
2024
Q4 | $18.1M | Sell |
291,062
-455
| -0.2% | -$28.4K | 9.15% | 5 |
|
|
2024
Q3 | $18.2M | Buy |
291,517
+1,619
| +0.6% | +$101K | 9.15% | 5 |
|
|
2024
Q2 | $17M | Buy |
289,898
+22,040
| +8% | +$1.29M | 8.79% | 5 |
|
|
2024
Q1 | $16.3M | Buy |
267,858
+4,668
| +2% | +$284K | 9.15% | 5 |
|
|
2023
Q4 | $14.6M | Buy |
263,190
+7,575
| +3% | +$420K | 8.53% | 5 |
|
|
2023
Q3 | $12.7M | Buy |
255,615
+5,265
| +2% | +$263K | 8.19% | 5 |
|
|
2023
Q2 | $13.1M | Buy |
250,350
+7,205
| +3% | +$377K | 8.06% | 4 |
|
|
2023
Q1 | $12.2M | Buy |
243,145
+5,970
| +3% | +$299K | 7.94% | 4 |
|
|
2022
Q4 | $11.5M | Sell |
237,175
-1,770
| -0.7% | -$85.6K | 8.13% | 4 |
|
|
2022
Q3 | $10.5M | Buy |
238,945
+8,175
| +4% | +$359K | 8.35% | 4 |
|
|
2022
Q2 | $10.4M | Sell |
230,770
-1,735
| -0.7% | -$78.5K | 7.87% | 5 |
|
|
2022
Q1 | $12.5M | Buy |
232,505
+115
| +0% | +$6.17K | 8.2% | 6 |
|
|
2021
Q4 | $13.2M | Buy |
232,390
+1,485
| +0.6% | +$84.1K | 9.52% | 6 |
|
|
2021
Q3 | $12.2M | Buy |
230,905
+6,065
| +3% | +$319K | 9.23% | 6 |
|
|
2021
Q2 | $12.1M | Buy |
224,840
+4,935
| +2% | +$265K | 9.33% | 6 |
|
|
2021
Q1 | $11.4M | Buy |
219,905
+6,120
| +3% | +$319K | 9.72% | 5 |
|
|
2020
Q4 | $9.83M | Buy |
+213,785
| New | +$9.83M | 8.9% | 5 |
|