Atlantic Private 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 | $1.31K | Buy |
+21
| New | +$1.31K | ﹤0.01% | 220 |
|
|
2024
Q4 | – | Sell |
-875
| Closed | -$54.5K | – | 197 |
|
|
2024
Q3 | $54.5K | Hold |
875
| – | – | 0.04% | 81 |
|
|
2024
Q2 | $51.2K | Hold |
875
| – | – | 0.04% | 65 |
|
|
2024
Q1 | $53.1K | Hold |
875
| – | – | 0.04% | 66 |
|
|
2023
Q4 | $48.5K | Sell |
875
-25
| -3% | -$1.39K | 0.04% | 67 |
|
|
2023
Q3 | $44.9K | Buy |
+900
| New | +$44.9K | 0.05% | 61 |
|
|
2023
Q2 | – | Sell |
-215
| Closed | -$10.8K | – | 107 |
|
|
2023
Q1 | $10.8K | Buy |
+215
| New | +$10.8K | 0.01% | 75 |
|