Alliance Wealth Advisors (Pennsylvania)’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 | $4.27M | Sell |
68,804
-51,527
| -43% | -$3.2M | 2.18% | 9 |
|
|
2025
Q1 | $7.02M | Buy |
120,331
+1,537
| +1% | +$89.7K | 3.98% | 6 |
|
|
2024
Q4 | $7.4M | Buy |
118,794
+3,047
| +3% | +$190K | 4.14% | 5 |
|
|
2024
Q3 | $7.21M | Buy |
115,747
+2,191
| +2% | +$137K | 4.12% | 5 |
|
|
2024
Q2 | $6.65M | Buy |
113,556
+266
| +0.2% | +$15.6K | 4.18% | 5 |
|
|
2024
Q1 | $6.88M | Buy |
113,290
+1,800
| +2% | +$109K | 4.34% | 5 |
|
|
2023
Q4 | $6.18M | Buy |
111,490
+740
| +0.7% | +$41K | 4.08% | 6 |
|
|
2023
Q3 | $5.52M | Sell |
110,750
-70
| -0.1% | -$3.49K | 3.99% | 5 |
|
|
2023
Q2 | $5.8M | Buy |
110,820
+5,265
| +5% | +$275K | 4.12% | 6 |
|
|
2023
Q1 | $5.28M | Sell |
105,555
-1,155
| -1% | -$57.8K | 3.96% | 5 |
|
|
2022
Q4 | $5.16M | Buy |
106,710
+1,080
| +1% | +$52.2K | 4.3% | 3 |
|
|
2022
Q3 | $4.63M | Buy |
105,630
+1,365
| +1% | +$59.9K | 4.31% | 3 |
|
|
2022
Q2 | $4.72M | Buy |
104,265
+2,210
| +2% | +$100K | 4.08% | 4 |
|
|
2022
Q1 | $5.48M | Sell |
102,055
-1,615
| -2% | -$86.7K | 4.54% | 3 |
|
|
2021
Q4 | $5.87M | Buy |
103,670
+825
| +0.8% | +$46.7K | 4.78% | 3 |
|
|
2021
Q3 | $5.41M | Buy |
102,845
+360
| +0.4% | +$18.9K | 4.79% | 2 |
|
|
2021
Q2 | $5.51M | Buy |
102,485
+4,290
| +4% | +$231K | 4.95% | 2 |
|
|
2021
Q1 | $5.11M | Buy |
98,195
+31,820
| +48% | +$1.66M | 5.05% | 2 |
|
|
2020
Q4 | $3.05M | Buy |
+66,375
| New | +$3.05M | 3.2% | 4 |
|