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