Arkadios 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 | $13.6M | Buy |
218,562
+10,659
| +5% | +$661K | 0.4% | 40 |
|
|
2025
Q1 | $12.1M | Buy |
207,903
+118,803
| +133% | +$6.93M | 0.46% | 38 |
|
|
2024
Q4 | $5.55M | Buy |
89,100
+4,869
| +6% | +$303K | 0.3% | 65 |
|
|
2024
Q3 | $5.25M | Buy |
84,231
+3,965
| +5% | +$247K | 0.3% | 68 |
|
|
2024
Q2 | $4.7M | Buy |
80,266
+66,734
| +493% | +$3.91M | 0.32% | 60 |
|
|
2024
Q1 | $822K | Buy |
13,532
+1,067
| +9% | +$64.8K | 0.06% | 275 |
|
|
2023
Q4 | $691K | Buy |
12,465
+590
| +5% | +$32.7K | 0.06% | 294 |
|
|
2023
Q3 | $592K | Buy |
11,875
+1,565
| +15% | +$78K | 0.06% | 300 |
|
|
2023
Q2 | $539K | Sell |
10,310
-3,010
| -23% | -$157K | 0.06% | 283 |
|
|
2023
Q1 | $666K | Buy |
13,320
+455
| +4% | +$22.8K | 0.08% | 246 |
|
|
2022
Q4 | $622K | Buy |
12,865
+3,810
| +42% | +$184K | 0.08% | 250 |
|
|
2022
Q3 | $397K | Buy |
9,055
+3,100
| +52% | +$136K | 0.06% | 317 |
|
|
2022
Q2 | $269K | Sell |
5,955
-945
| -14% | -$42.7K | 0.04% | 422 |
|
|
2022
Q1 | $370K | Sell |
6,900
-460
| -6% | -$24.7K | 0.05% | 375 |
|
|
2021
Q4 | $417K | Buy |
7,360
+1,435
| +24% | +$81.3K | 0.06% | 360 |
|
|
2021
Q3 | $311K | Sell |
5,925
-43,970
| -88% | -$2.31M | 0.04% | 397 |
|
|
2021
Q2 | $2.68M | Buy |
49,895
+4,025
| +9% | +$216K | 0.33% | 79 |
|
|
2021
Q1 | $2.39M | Buy |
45,870
+42,030
| +1,095% | +$2.19M | 0.39% | 66 |
|
|
2020
Q4 | $176K | Buy |
3,840
+2,915
| +315% | +$134K | 0.04% | 345 |
|
|
2020
Q3 | $36.8K | Hold |
925
| – | – | 0.02% | 469 |
|
|
2020
Q2 | $32.9K | Sell |
925
-1,250
| -57% | -$44.4K | 0.02% | 446 |
|
|
2020
Q1 | $62.5K | Buy |
2,175
+780
| +56% | +$22.4K | 0.04% | 306 |
|
|
2019
Q4 | $58.6K | Buy |
+1,395
| New | +$58.6K | 0.04% | 295 |
|