Aletheian 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,265
| Closed | -$250K | – | 87 |
|
|
2024
Q2 | $250K | Hold |
4,265
| – | – | 0.13% | 77 |
|
|
2024
Q1 | $259K | Hold |
4,265
| – | – | 0.14% | 73 |
|
|
2023
Q4 | $236K | Sell |
4,265
-25
| -0.6% | -$1.39K | 0.16% | 73 |
|
|
2023
Q3 | $214K | Sell |
4,290
-50
| -1% | -$2.49K | 0.16% | 71 |
|
|
2023
Q2 | $227K | Hold |
4,340
| – | – | 0.16% | 75 |
|
|
2023
Q1 | $217K | Sell |
4,340
-25
| -0.6% | -$1.25K | 0.19% | 60 |
|
|
2022
Q4 | $211K | Buy |
+4,365
| New | +$211K | 0.18% | 79 |
|
|
2022
Q2 | – | Sell |
-5,635
| Closed | -$302K | – | 58 |
|
|
2022
Q1 | $302K | Sell |
5,635
-6,745
| -54% | -$361K | 0.29% | 48 |
|
|
2021
Q4 | $701K | Buy |
+12,380
| New | +$701K | 0.69% | 31 |
|