Altus 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 | $21.5M | Sell |
347,210
-2,108
| -0.6% | -$131K | 10.31% | 5 |
|
|
2025
Q1 | $20.4M | Sell |
349,318
-912
| -0.3% | -$53.2K | 9.54% | 5 |
|
|
2024
Q4 | $21.8M | Buy |
350,230
+9,355
| +3% | +$583K | 9.76% | 5 |
|
|
2024
Q3 | $21.2M | Sell |
340,875
-2,391
| -0.7% | -$149K | 9.97% | 5 |
|
|
2024
Q2 | $20.1M | Buy |
343,266
+433
| +0.1% | +$25.3K | 9.65% | 5 |
|
|
2024
Q1 | $20.8M | Buy |
342,833
+4,958
| +1% | +$301K | 10.96% | 5 |
|
|
2023
Q4 | $18.7M | Buy |
337,875
+7,390
| +2% | +$410K | 11.2% | 5 |
|
|
2023
Q3 | $16.5M | Buy |
330,485
+13,895
| +4% | +$693K | 11.45% | 4 |
|
|
2023
Q2 | $16.6M | Sell |
316,590
-1,620
| -0.5% | -$84.7K | 13.07% | 4 |
|
|
2023
Q1 | $15.9M | Buy |
318,210
+13,660
| +4% | +$683K | 13.17% | 4 |
|
|
2022
Q4 | $14.7M | Sell |
304,550
-7,165
| -2% | -$347K | 12.98% | 4 |
|
|
2022
Q3 | $13.7M | Sell |
311,715
-8,920
| -3% | -$391K | 11.71% | 4 |
|
|
2022
Q2 | $14.5M | Buy |
320,635
+2,480
| +0.8% | +$112K | 11.29% | 4 |
|
|
2022
Q1 | $17.1M | Buy |
318,155
+8,020
| +3% | +$430K | 11.75% | 4 |
|
|
2021
Q4 | $17.6M | Buy |
310,135
+6,435
| +2% | +$364K | 10.46% | 5 |
|
|
2021
Q3 | $16M | Buy |
303,700
+19,140
| +7% | +$1.01M | 10.12% | 5 |
|
|
2021
Q2 | $15.3M | Buy |
284,560
+14,280
| +5% | +$767K | 9.85% | 5 |
|
|
2021
Q1 | $14.1M | Buy |
270,280
+2,870
| +1% | +$149K | 9.98% | 5 |
|
|
2020
Q4 | $12.3M | Buy |
267,410
+88,150
| +49% | +$4.05M | 9.54% | 5 |
|
|
2020
Q3 | $6.64M | Buy |
179,260
+5,940
| +3% | +$220K | 6.11% | 6 |
|
|
2020
Q2 | $6.16M | Buy |
173,320
+7,225
| +4% | +$257K | 6.87% | 6 |
|
|
2020
Q1 | $4.78M | Sell |
166,095
-1,840
| -1% | -$52.9K | 6.83% | 6 |
|
|
2019
Q4 | $6.91M | Buy |
+167,935
| New | +$6.91M | 6.77% | 7 |
|