Accretive Wealth Partners’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 | $15.7M | Buy |
252,664
+7,082
| +3% | +$439K | 5.14% | 2 |
|
|
2025
Q1 | $14.3M | Buy |
245,582
+32,576
| +15% | +$1.89M | 5.04% | 1 |
|
|
2024
Q4 | $13.3M | Buy |
213,006
+636
| +0.3% | +$39.6K | 5.63% | 2 |
|
|
2024
Q3 | $13.2M | Sell |
212,370
-1,840
| -0.9% | -$115K | 5.54% | 1 |
|
|
2024
Q2 | $12.5M | Sell |
214,210
-260
| -0.1% | -$15.2K | 5.25% | 3 |
|
|
2024
Q1 | $12.6M | Buy |
214,470
+4,415
| +2% | +$258K | 5.55% | 1 |
|
|
2023
Q4 | $11.6M | Buy |
210,055
+5,020
| +2% | +$278K | 5.59% | 1 |
|
|
2023
Q3 | $10.2M | Buy |
205,035
+9,900
| +5% | +$494K | 6.1% | 1 |
|
|
2023
Q2 | $10.2M | Buy |
195,135
+17,090
| +10% | +$894K | 6.05% | 1 |
|
|
2023
Q1 | $8.91M | Buy |
178,045
+2,715
| +2% | +$136K | 5.7% | 1 |
|
|
2022
Q4 | $8.48M | Buy |
175,330
+13,680
| +8% | +$662K | 5.83% | 1 |
|
|
2022
Q3 | $7.09M | Buy |
161,650
+66,345
| +70% | +$2.91M | 5.4% | 1 |
|
|
2022
Q2 | $4.31M | Buy |
95,305
+2,285
| +2% | +$103K | 3.13% | 6 |
|
|
2022
Q1 | $4.99M | Buy |
+93,020
| New | +$4.99M | 3.13% | 6 |
|