AE Wealth Management’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 | $2.86M | Sell |
46,075
-12,743
| -22% | -$790K | 0.02% | 460 |
|
|
2025
Q1 | $3.43M | Buy |
58,818
+2,480
| +4% | +$145K | 0.03% | 420 |
|
|
2024
Q4 | $3.51M | Sell |
56,338
-4,192
| -7% | -$261K | 0.03% | 413 |
|
|
2024
Q3 | $3.77M | Sell |
60,530
-476
| -0.8% | -$29.7K | 0.03% | 386 |
|
|
2024
Q2 | $3.57M | Sell |
61,006
-31,855
| -34% | -$1.86M | 0.04% | 399 |
|
|
2024
Q1 | $5.64M | Sell |
92,861
-554,169
| -86% | -$33.7M | 0.06% | 279 |
|
|
2023
Q4 | $35.7M | Sell |
647,030
-271,030
| -30% | -$14.9M | 0.18% | 118 |
|
|
2023
Q3 | $45.8M | Buy |
918,060
+259,005
| +39% | +$12.9M | 0.27% | 71 |
|
|
2023
Q2 | $34.5M | Buy |
659,055
+53,425
| +9% | +$2.79M | 0.21% | 103 |
|
|
2023
Q1 | $30.3M | Buy |
605,630
+98,330
| +19% | +$4.92M | 0.2% | 116 |
|
|
2022
Q4 | $24.5M | Buy |
507,300
+7,340
| +1% | +$355K | 0.18% | 138 |
|
|
2022
Q3 | $21.9M | Sell |
499,960
-46,465
| -9% | -$2.04M | 0.17% | 130 |
|
|
2022
Q2 | $24.7M | Sell |
546,425
-21,580
| -4% | -$976K | 0.2% | 125 |
|
|
2022
Q1 | $30.5M | Sell |
568,005
-16,600
| -3% | -$891K | 0.21% | 105 |
|
|
2021
Q4 | $33.1M | Buy |
584,605
+920
| +0.2% | +$52.1K | 0.23% | 102 |
|
|
2021
Q3 | $30.7M | Buy |
583,685
+54,360
| +10% | +$2.86M | 0.25% | 87 |
|
|
2021
Q2 | $28.4M | Sell |
529,325
-105,950
| -17% | -$5.69M | 0.25% | 96 |
|
|
2021
Q1 | $33.1M | Sell |
635,275
-498,110
| -44% | -$25.9M | 0.33% | 65 |
|
|
2020
Q4 | $52.1M | Buy |
1,133,385
+279,425
| +33% | +$12.8M | 0.59% | 30 |
|
|
2020
Q3 | $31.7M | Sell |
853,960
-17,780
| -2% | -$659K | 0.45% | 41 |
|
|
2020
Q2 | $31M | Buy |
871,740
+387,395
| +80% | +$13.8M | 0.48% | 40 |
|
|
2020
Q1 | $13.9M | Sell |
484,345
-247,615
| -34% | -$7.12M | 0.32% | 64 |
|
|
2019
Q4 | $30.1M | Buy |
731,960
+374,035
| +105% | +$15.4M | 0.65% | 30 |
|
|
2019
Q3 | $13.8M | Buy |
357,925
+107,055
| +43% | +$4.14M | 0.4% | 50 |
|
|
2019
Q2 | $9.75M | Buy |
250,870
+131,510
| +110% | +$5.11M | 0.29% | 68 |
|
|
2019
Q1 | $4.52M | Buy |
119,360
+67,220
| +129% | +$2.55M | 0.31% | 69 |
|
|
2018
Q4 | $1.73M | Sell |
52,140
-176,730
| -77% | -$5.87M | 0.3% | 87 |
|
|
2018
Q3 | $9.21M | Buy |
228,870
+21,860
| +11% | +$880K | 0.51% | 42 |
|
|
2018
Q2 | $8.06M | Buy |
207,010
+64,785
| +46% | +$2.52M | 0.55% | 36 |
|
|
2018
Q1 | $5.34M | Sell |
142,225
-50,635
| -26% | -$1.9M | 0.41% | 44 |
|
|
2017
Q4 | $7.32M | Buy |
192,860
+85,780
| +80% | +$3.26M | 0.65% | 32 |
|
|
2017
Q3 | $3.83M | Buy |
107,080
+48,370
| +82% | +$1.73M | 0.36% | 48 |
|
|
2017
Q2 | $2.04M | Buy |
58,710
+39,060
| +199% | +$1.36M | 0.24% | 76 |
|
|
2017
Q1 | $673K | Buy |
+19,650
| New | +$673K | 0.12% | 147 |
|