Arax Advisory Partners’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 | $1.11M | Sell |
14,637
-1,563
| -10% | -$118K | 0.05% | 238 |
|
2025
Q1 | $945K | Buy |
16,200
+121
| +0.8% | +$7.06K | 0.06% | 192 |
|
2024
Q4 | $1M | Buy |
16,079
+15,528
| +2,818% | +$968K | 0.06% | 177 |
|
2024
Q3 | $34.3K | Buy |
551
+2
| +0.4% | +$125 | ﹤0.01% | 865 |
|
2024
Q2 | $32.1K | Buy |
549
+1
| +0.2% | +$59 | ﹤0.01% | 805 |
|
2024
Q1 | $33.3K | Buy |
548
+3
| +0.6% | +$182 | ﹤0.01% | 571 |
|
2023
Q4 | $30.3K | Buy |
545
+110
| +25% | +$6.12K | ﹤0.01% | 576 |
|
2023
Q3 | $21.6K | Hold |
435
| – | – | ﹤0.01% | 572 |
|
2023
Q2 | $22.6K | Buy |
435
+5
| +1% | +$260 | ﹤0.01% | 567 |
|
2023
Q1 | $21.6K | Hold |
430
| – | – | ﹤0.01% | 577 |
|
2022
Q4 | $20.8K | Buy |
430
+335
| +353% | +$16.2K | ﹤0.01% | 557 |
|
2022
Q3 | $4K | Hold |
95
| – | – | ﹤0.01% | 854 |
|
2022
Q2 | $4K | Hold |
95
| – | – | ﹤0.01% | 826 |
|
2022
Q1 | $5K | Sell |
95
-1,940
| -95% | -$102K | ﹤0.01% | 771 |
|
2021
Q4 | $115K | Buy |
2,035
+15
| +0.7% | +$848 | 0.01% | 322 |
|
2021
Q3 | $106K | Hold |
2,020
| – | – | 0.01% | 320 |
|
2021
Q2 | $109K | Buy |
+2,020
| New | +$109K | 0.01% | 318 |
|
2020
Q4 | $1K | Sell |
20
-200
| -91% | -$10K | ﹤0.01% | 702 |
|
2020
Q3 | $8K | Buy |
220
+90
| +69% | +$3.27K | ﹤0.01% | 563 |
|
2020
Q2 | $5K | Sell |
130
-440
| -77% | -$16.9K | ﹤0.01% | 594 |
|
2020
Q1 | $16K | Buy |
+570
| New | +$16K | ﹤0.01% | 477 |
|
2019
Q4 | – | Sell |
-275
| Closed | -$11K | – | 597 |
|
2019
Q3 | $11K | Sell |
275
-500
| -65% | -$20K | ﹤0.01% | 452 |
|
2019
Q2 | $30K | Buy |
+775
| New | +$30K | 0.01% | 382 |
|