Astoria Strategic Wealth’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 | $2.28M | Sell |
36,769
-311
| -0.8% | -$19.3K | 0.62% | 18 |
|
|
2025
Q1 | $2.16M | Buy |
37,080
+533
| +1% | +$31.1K | 0.64% | 17 |
|
|
2024
Q4 | $2.28M | Buy |
36,547
+2
| +0% | +$125 | 0.68% | 16 |
|
|
2024
Q3 | $2.28M | Sell |
36,545
-1,592
| -4% | -$99.2K | 0.67% | 16 |
|
|
2024
Q2 | $2.23M | Sell |
38,137
-111
| -0.3% | -$6.5K | 0.69% | 15 |
|
|
2024
Q1 | $2.32M | Buy |
38,248
+68
| +0.2% | +$4.13K | 0.74% | 14 |
|
|
2023
Q4 | $2.12M | Sell |
38,180
-1,865
| -5% | -$103K | 0.72% | 15 |
|
|
2023
Q3 | $2M | Sell |
40,045
-610
| -2% | -$30.4K | 0.75% | 15 |
|
|
2023
Q2 | $2.13M | Buy |
40,655
+150
| +0.4% | +$7.84K | 0.79% | 15 |
|
|
2023
Q1 | $2.03M | Buy |
40,505
+40
| +0.1% | +$2K | 0.78% | 15 |
|
|
2022
Q4 | $1.96M | Buy |
40,465
+185
| +0.5% | +$8.95K | 0.82% | 17 |
|
|
2022
Q3 | $1.77M | Sell |
40,280
-23,655
| -37% | -$1.04M | 0.81% | 17 |
|
|
2022
Q2 | $2.89M | Sell |
63,935
-12,555
| -16% | -$568K | 1.27% | 15 |
|
|
2022
Q1 | $4.11M | Sell |
76,490
-415
| -0.5% | -$22.3K | 1.61% | 15 |
|
|
2021
Q4 | $4.35M | Buy |
+76,905
| New | +$4.35M | 1.66% | 14 |
|
|
2020
Q1 | – | Sell |
-11,480
| Closed | -$471K | – | 32 |
|
|
2019
Q4 | $471K | Buy |
+11,480
| New | +$471K | 0.34% | 26 |
|