Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
4,645
-5,500
| -54% | -$341K | 0.03% | 148 |
|
|
2025
Q1 | $592K | Sell |
10,145
-2,175
| -18% | -$127K | 0.07% | 102 |
|
|
2024
Q4 | $768K | Buy |
+12,320
| New | +$768K | 0.09% | 86 |
|
|
2017
Q2 | – | Sell |
-730
| Closed | -$25K | – | 319 |
|
|
2017
Q1 | $25K | Hold |
730
| – | – | 0.01% | 314 |
|
|
2016
Q4 | $24K | Hold |
730
| – | – | 0.01% | 320 |
|
|
2016
Q3 | $23K | Buy |
730
+565
| +342% | +$17.8K | 0.01% | 311 |
|
|
2016
Q2 | $5K | Hold |
165
| – | – | ﹤0.01% | 461 |
|
|
2016
Q1 | $5K | Buy |
+165
| New | +$5K | ﹤0.01% | 437 |
|