Archvest Wealth 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 | – | Sell |
-11,322
| Closed | -$661K | – | 61 |
|
|
2025
Q1 | $661K | Sell |
11,322
-683
| -6% | -$39.9K | 0.55% | 37 |
|
|
2024
Q4 | $748K | Sell |
12,005
-1,890
| -14% | -$118K | 0.54% | 32 |
|
|
2024
Q3 | $866K | Hold |
13,895
| – | – | 0.55% | 33 |
|
|
2024
Q2 | $805K | Sell |
13,895
-600
| -4% | -$34.8K | 0.53% | 32 |
|
|
2024
Q1 | $875K | Hold |
14,495
| – | – | 0.62% | 22 |
|
|
2023
Q4 | $803K | Sell |
14,495
-6,795
| -32% | -$377K | 0.61% | 27 |
|
|
2023
Q3 | $1.06M | Sell |
21,290
-1,010
| -5% | -$50.4K | 0.86% | 18 |
|
|
2023
Q2 | $1.17M | Hold |
22,300
| – | – | 0.96% | 18 |
|
|
2023
Q1 | $1.12M | Sell |
22,300
-760
| -3% | -$38K | 0.99% | 18 |
|
|
2022
Q4 | $1.12M | Sell |
23,060
-35
| -0.2% | -$1.69K | 1.1% | 18 |
|
|
2022
Q3 | $1.01M | Sell |
23,095
-345
| -1% | -$15.1K | 1.04% | 19 |
|
|
2022
Q2 | $1.06M | Sell |
23,440
-6,110
| -21% | -$277K | 1.06% | 18 |
|
|
2022
Q1 | $1.59M | Sell |
29,550
-2,190
| -7% | -$118K | 1.43% | 16 |
|
|
2021
Q4 | $1.8M | Buy |
+31,740
| New | +$1.8M | 1.56% | 15 |
|