Aprio 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 | $4.38M | Sell |
70,654
-255
| -0.4% | -$15.8K | 0.49% | 38 |
|
|
2025
Q1 | $4.14M | Sell |
70,909
-1,410
| -2% | -$82.3K | 0.52% | 36 |
|
|
2024
Q4 | $4.51M | Buy |
72,319
+748
| +1% | +$46.6K | 0.66% | 28 |
|
|
2024
Q3 | $4.46M | Sell |
71,571
-426
| -0.6% | -$26.5K | 0.71% | 27 |
|
|
2024
Q2 | $4.21M | Sell |
71,997
-3,105
| -4% | -$182K | 0.77% | 25 |
|
|
2024
Q1 | $4.56M | Buy |
75,102
+65,252
| +662% | +$3.96M | 0.89% | 23 |
|
|
2023
Q4 | $546K | Buy |
9,850
+5
| +0.1% | +$277 | 0.12% | 92 |
|
|
2023
Q3 | $491K | Hold |
9,845
| – | – | 0.13% | 85 |
|
|
2023
Q2 | $515K | Sell |
9,845
-1,400
| -12% | -$73.2K | 0.14% | 74 |
|
|
2023
Q1 | $563K | Buy |
11,245
+1,185
| +12% | +$59.3K | 0.17% | 60 |
|
|
2022
Q4 | $487K | Buy |
10,060
+85
| +0.9% | +$4.11K | 0.17% | 65 |
|
|
2022
Q3 | $437K | Buy |
+9,975
| New | +$437K | 0.18% | 63 |
|
|
2021
Q3 | – | Sell |
-4,100
| Closed | -$220K | – | 72 |
|
|
2021
Q2 | $220K | Buy |
+4,100
| New | +$220K | 0.1% | 61 |
|