Argent 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
$14.1M Buy
227,579
+7,149
+3% +$443K 4.36% 3
2025
Q1
$12.9M Sell
220,430
-5,972
-3% -$348K 4.3% 3
2024
Q4
$14.1M Sell
226,402
-6,074
-3% -$378K 5.23% 2
2024
Q3
$14.5M Buy
232,476
+2,513
+1% +$157K 5.38% 2
2024
Q2
$13.5M Sell
229,963
-2,602
-1% -$152K 5.35% 2
2024
Q1
$14.1M Buy
232,565
+465
+0.2% +$28.2K 5.59% 2
2023
Q4
$12.9M Sell
232,100
-6,060
-3% -$336K 5.64% 3
2023
Q3
$11.9M Sell
238,160
-2,480
-1% -$124K 5.43% 3
2023
Q2
$12.6M Buy
240,640
+50,600
+27% +$2.65M 5.77% 3
2023
Q1
$9.51M Buy
190,040
+21,215
+13% +$1.06M 4.54% 5
2022
Q4
$8.17M Buy
168,825
+490
+0.3% +$23.7K 4.23% 4
2022
Q3
$7.38M Buy
168,335
+4,890
+3% +$214K 4.31% 4
2022
Q2
$7.4M Buy
163,445
+22,365
+16% +$1.01M 4.16% 5
2022
Q1
$7.57M Sell
141,080
-30,885
-18% -$1.66M 4.06% 5
2021
Q4
$9.74M Buy
171,965
+4,455
+3% +$252K 5.25% 4
2021
Q3
$8.81M Buy
167,510
+11,640
+7% +$612K 5.05% 4
2021
Q2
$8.38M Buy
155,870
+2,840
+2% +$153K 5.09% 4
2021
Q1
$7.97M Buy
153,030
+2,630
+2% +$137K 5.13% 4
2020
Q4
$6.91M Sell
150,400
-9,740
-6% -$448K 4.23% 4
2020
Q3
$5.94M Buy
160,140
+7,475
+5% +$277K 4.06% 4
2020
Q2
$5.43M Buy
152,665
+50,410
+49% +$1.79M 4.15% 4
2020
Q1
$2.94M Sell
102,255
-15,340
-13% -$441K 2.95% 6
2019
Q4
$4.85M Buy
+117,595
New +$4.85M 3.63% 6