Acorn 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 | $291K | Buy |
4,691
+130
| +3% | +$8.06K | 0.11% | 185 |
|
|
2025
Q1 | $266K | Buy |
4,561
+4
| +0.1% | +$233 | 0.11% | 189 |
|
|
2024
Q4 | $284K | Sell |
4,557
-626
| -12% | -$39K | 0.12% | 179 |
|
|
2024
Q3 | $323K | Buy |
5,183
+9
| +0.2% | +$561 | 0.14% | 154 |
|
|
2024
Q2 | $303K | Buy |
5,174
+6
| +0.1% | +$351 | 0.15% | 147 |
|
|
2024
Q1 | $314K | Buy |
5,168
+3
| +0.1% | +$182 | 0.16% | 135 |
|
|
2023
Q4 | $286K | Buy |
+5,165
| New | +$286K | 0.17% | 134 |
|
|
2018
Q3 | – | Sell |
-3,195
| Closed | -$125K | – | 275 |
|
|
2018
Q2 | $125K | Hold |
3,195
| – | – | 0.11% | 154 |
|
|
2018
Q1 | $121K | Buy |
3,195
+430
| +16% | +$16.3K | 0.1% | 155 |
|
|
2017
Q4 | $107K | Buy |
+2,765
| New | +$107K | 0.1% | 161 |
|