Abundance Wealth Counselors’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 | $5.83M | Sell |
94,150
-1,387
| -1% | -$85.9K | 1.09% | 14 |
|
|
2025
Q1 | $5.58M | Sell |
95,537
-11,023
| -10% | -$644K | 1.17% | 14 |
|
|
2024
Q4 | $6.64M | Sell |
106,560
-2,712
| -2% | -$169K | 1.45% | 13 |
|
|
2024
Q3 | $6.81M | Buy |
+109,272
| New | +$6.81M | 1.41% | 13 |
|
|
2024
Q2 | – | Sell |
-161,458
| Closed | -$9.81M | – | 100 |
|
|
2024
Q1 | $9.81M | Sell |
161,458
-4,497
| -3% | -$273K | 2.26% | 6 |
|
|
2023
Q4 | $9.2M | Sell |
165,955
-22,870
| -12% | -$1.27M | 2.39% | 7 |
|
|
2023
Q3 | $9.42M | Buy |
+188,825
| New | +$9.42M | 2.69% | 6 |
|
|
2023
Q2 | – | Sell |
-210,080
| Closed | -$10.5M | – | 98 |
|
|
2023
Q1 | $10.5M | Sell |
210,080
-13,265
| -6% | -$664K | 2.66% | 7 |
|
|
2022
Q4 | $10.8M | Buy |
223,345
+20,775
| +10% | +$1.01M | 2.94% | 7 |
|
|
2022
Q3 | $8.88M | Sell |
202,570
-3,125
| -2% | -$137K | 2.54% | 7 |
|
|
2022
Q2 | $9.31M | Sell |
205,695
-36,130
| -15% | -$1.63M | 2.52% | 7 |
|
|
2022
Q1 | $13M | Sell |
241,825
-432,335
| -64% | -$23.2M | 3.53% | 4 |
|
|
2021
Q4 | $38.2M | Buy |
+674,160
| New | +$38.2M | 9.78% | 3 |
|
|
2021
Q3 | – | Sell |
-662,715
| Closed | -$35.6M | – | 73 |
|
|
2021
Q2 | $35.6M | Sell |
662,715
-75,180
| -10% | -$4.04M | 9.2% | 4 |
|
|
2021
Q1 | $38.4M | Sell |
737,895
-8,285
| -1% | -$431K | 9.55% | 4 |
|
|
2020
Q4 | $34.3M | Buy |
746,180
+7,630
| +1% | +$351K | 8.61% | 4 |
|
|
2020
Q3 | $27.4M | Sell |
738,550
-7,080
| -0.9% | -$262K | 7.89% | 4 |
|
|
2020
Q2 | $26.5M | Buy |
745,630
+2,270
| +0.3% | +$80.7K | 8.06% | 4 |
|
|
2020
Q1 | $21.4M | Buy |
743,360
+87,400
| +13% | +$2.51M | 7.42% | 5 |
|
|
2019
Q4 | $27M | Buy |
655,960
+16,285
| +3% | +$670K | 7.52% | 5 |
|
|
2019
Q3 | $24.7M | Buy |
639,675
+14,190
| +2% | +$548K | 7.52% | 5 |
|
|
2019
Q2 | $24.3M | Buy |
625,485
+4,910
| +0.8% | +$191K | 7.56% | 5 |
|
|
2019
Q1 | $23.5M | Buy |
620,575
+4,920
| +0.8% | +$186K | 7.72% | 4 |
|
|
2018
Q4 | $20.4M | Buy |
+615,655
| New | +$20.4M | 7.51% | 4 |
|