Aaron 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 | $1.59M | Sell |
25,612
-1,492
| -6% | -$92.5K | 0.16% | 82 |
|
|
2025
Q1 | $1.58M | Sell |
27,104
-3,331
| -11% | -$194K | 0.18% | 77 |
|
|
2024
Q4 | $1.9M | Buy |
30,435
+3,799
| +14% | +$237K | 0.22% | 64 |
|
|
2024
Q3 | $1.66M | Buy |
26,636
+47
| +0.2% | +$2.93K | 0.2% | 70 |
|
|
2024
Q2 | $1.56M | Sell |
26,589
-336
| -1% | -$19.7K | 0.22% | 64 |
|
|
2024
Q1 | $1.64M | Sell |
26,925
-4,990
| -16% | -$303K | 0.23% | 64 |
|
|
2023
Q4 | $1.77M | Sell |
31,915
-9,145
| -22% | -$507K | 0.29% | 48 |
|
|
2023
Q3 | $2.05M | Buy |
41,060
+24,565
| +149% | +$1.23M | 0.26% | 58 |
|
|
2023
Q2 | $863K | Buy |
16,495
+35
| +0.2% | +$1.83K | 0.11% | 102 |
|
|
2023
Q1 | $824K | Sell |
16,460
-2,985
| -15% | -$149K | 0.11% | 105 |
|
|
2022
Q4 | $941K | Buy |
19,445
+5,625
| +41% | +$272K | 0.14% | 96 |
|
|
2022
Q3 | $606K | Buy |
+13,820
| New | +$606K | 0.11% | 99 |
|