Advisornet Financial’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
$14.4M Sell
232,752
-3,068
-1% -$190K 0.93% 27
2025
Q1
$13.8M Buy
235,820
+27,532
+13% +$1.61M 1.02% 25
2024
Q4
$13M Buy
208,288
+26,558
+15% +$1.65M 1.09% 20
2024
Q3
$11.3M Buy
181,730
+35,584
+24% +$2.22M 0.85% 23
2024
Q2
$8.55M Buy
146,146
+5,990
+4% +$351K 0.78% 25
2024
Q1
$8.51M Buy
140,156
+19,881
+17% +$1.21M 0.82% 24
2023
Q4
$6.67M Buy
120,275
+47,350
+65% +$2.62M 0.61% 27
2023
Q3
$3.64M Buy
72,925
+38,485
+112% +$1.92M 0.33% 72
2023
Q2
$1.8M Sell
34,440
-15
-0% -$784 0.15% 149
2023
Q1
$1.72M Sell
34,455
-370
-1% -$18.5K 0.16% 144
2022
Q4
$1.68M Sell
34,825
-1,090
-3% -$52.7K 0.17% 146
2022
Q3
$1.58M Sell
35,915
-395
-1% -$17.3K 0.16% 153
2022
Q2
$1.64M Buy
36,310
+610
+2% +$27.6K 0.16% 149
2022
Q1
$1.92M Sell
35,700
-185
-0.5% -$9.93K 0.12% 164
2021
Q4
$2.03M Buy
35,885
+4,660
+15% +$264K 0.13% 156
2021
Q3
$1.64M Buy
31,225
+2,650
+9% +$139K 0.11% 168
2021
Q2
$1.54M Buy
28,575
+585
+2% +$31.4K 0.1% 184
2021
Q1
$1.46M Sell
27,990
-2,340
-8% -$122K 0.1% 186
2020
Q4
$1.39M Sell
30,330
-4,750
-14% -$218K 0.11% 169
2020
Q3
$1.3M Buy
35,080
+2,880
+9% +$107K 0.11% 178
2020
Q2
$1.15M Sell
32,200
-8,705
-21% -$310K 0.09% 195
2020
Q1
$1.18M Sell
40,905
-9,010
-18% -$259K 0.11% 166
2019
Q4
$2.06M Buy
49,915
+830
+2% +$34.2K 0.17% 122
2019
Q3
$1.9M Buy
49,085
+18,010
+58% +$696K 0.17% 122
2019
Q2
$1.21M Buy
31,075
+3,060
+11% +$119K 0.13% 158
2019
Q1
$1.06M Sell
28,015
-8,195
-23% -$310K 0.13% 168
2018
Q4
$1.2M Sell
36,210
-21,940
-38% -$729K 0.17% 133
2018
Q3
$2.34M Buy
58,150
+17,400
+43% +$700K 0.29% 69
2018
Q2
$1.59M Buy
40,750
+20,470
+101% +$797K 0.21% 96
2018
Q1
$761K Buy
20,280
+2,760
+16% +$104K 0.11% 174
2017
Q4
$665K Buy
+17,520
New +$665K 0.1% 171