Archvest 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
Q2 | – | Sell |
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|
2025
Q1 | $661K | Sell |
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|
2024
Q4 | $748K | Sell |
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|
2024
Q3 | $866K | Hold |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $875K | Hold |
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|
2023
Q4 | $803K | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.17M | Hold |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.59M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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