ARQ 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 | $1.25M | Hold |
21,364
| – | – | 0.43% | 53 |
|
|
2025
Q1 | $1.25M | Sell |
21,364
-2,325
| -10% | -$136K | 0.46% | 48 |
|
|
2024
Q4 | $1.48M | Sell |
23,689
-625
| -3% | -$38.9K | 0.56% | 47 |
|
|
2024
Q3 | $1.5M | Sell |
24,314
-114
| -0.5% | -$7.06K | 0.57% | 40 |
|
|
2024
Q2 | $1.43M | Buy |
24,428
+4,358
| +22% | +$255K | 0.62% | 38 |
|
|
2024
Q1 | $1.22M | Buy |
20,070
+340
| +2% | +$20.7K | 0.53% | 40 |
|
|
2023
Q4 | $1.09M | Sell |
19,730
-480
| -2% | -$26.6K | 0.65% | 34 |
|
|
2023
Q3 | $1.01M | Sell |
20,210
-1,295
| -6% | -$64.6K | 0.75% | 29 |
|
|
2023
Q2 | $1.12M | Buy |
21,505
+100
| +0.5% | +$5.23K | 0.73% | 31 |
|
|
2023
Q1 | $1.07M | Sell |
21,405
-2,510
| -10% | -$126K | 0.79% | 28 |
|
|
2022
Q4 | $1.16M | Sell |
23,915
-230
| -1% | -$11.1K | 0.76% | 28 |
|
|
2022
Q3 | $1.06M | Sell |
24,145
-535
| -2% | -$23.5K | 0.82% | 28 |
|
|
2022
Q2 | $1.12M | Sell |
24,680
-90
| -0.4% | -$4.07K | 0.8% | 27 |
|
|
2022
Q1 | $1.33M | Sell |
24,770
-1,155
| -4% | -$62K | 0.89% | 25 |
|
|
2021
Q4 | $1.47M | Buy |
25,925
+850
| +3% | +$48.1K | 1.04% | 24 |
|
|
2021
Q3 | $1.32M | Buy |
25,075
+1,955
| +8% | +$103K | 0.85% | 25 |
|
|
2021
Q2 | $1.24M | Sell |
23,120
-5,145
| -18% | -$277K | 0.8% | 25 |
|
|
2021
Q1 | $1.47M | Sell |
28,265
-900
| -3% | -$46.8K | 0.95% | 25 |
|
|
2020
Q4 | $1.34M | Buy |
29,165
+4,025
| +16% | +$185K | 0.84% | 26 |
|
|
2020
Q3 | $932K | Sell |
25,140
-1,235
| -5% | -$45.8K | 0.9% | 24 |
|
|
2020
Q2 | $938K | Buy |
26,375
+40
| +0.2% | +$1.42K | 0.91% | 25 |
|
|
2020
Q1 | $758K | Buy |
+26,335
| New | +$758K | 0.86% | 24 |
|