Amplius Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.9M | Sell |
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|
2025
Q2 | $2.66M | Buy |
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|
2025
Q1 | $2.36M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $2.08M | Buy |
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|
2024
Q2 | $1.94M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $1.88M | Buy |
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|
2023
Q3 | $1.65M | Sell |
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|
2023
Q2 | $1.75M | Sell |
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|
2023
Q1 | $1.7M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $16.6M | Buy |
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|
2022
Q2 | $790K | Sell |
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|
2022
Q1 | $1.19M | Hold |
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|
2021
Q4 | $1.26M | Buy |
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