Atlas Capital 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 | $58K | Hold |
935
| – | – | 0.01% | 606 |
|
|
2025
Q1 | $54.6K | Hold |
935
| – | – | 0.01% | 622 |
|
|
2024
Q4 | $58.3K | Hold |
935
| – | – | 0.01% | 584 |
|
|
2024
Q3 | $58.3K | Hold |
935
| – | – | 0.01% | 561 |
|
|
2024
Q2 | $54.7K | Hold |
935
| – | – | 0.01% | 578 |
|
|
2024
Q1 | $56.8K | Hold |
935
| – | – | 0.01% | 555 |
|
|
2023
Q4 | $51.8K | Hold |
935
| – | – | 0.01% | 587 |
|
|
2023
Q3 | $46.6K | Hold |
935
| – | – | 0.01% | 547 |
|
|
2023
Q2 | $48.9K | Hold |
935
| – | – | 0.01% | 574 |
|
|
2023
Q1 | $46.8K | Hold |
935
| – | – | 0.01% | 577 |
|
|
2022
Q4 | $45.2K | Hold |
935
| – | – | 0.01% | 553 |
|
|
2022
Q3 | $41K | Hold |
935
| – | – | 0.01% | 559 |
|
|
2022
Q2 | $42.3K | Hold |
935
| – | – | 0.01% | 587 |
|
|
2022
Q1 | $50.2K | Sell |
935
-8,500
| -90% | -$456K | 0.01% | 546 |
|
|
2021
Q4 | $534K | Hold |
9,435
| – | – | 0.08% | 202 |
|
|
2021
Q3 | $496K | Buy |
9,435
+3,845
| +69% | +$202K | 0.08% | 207 |
|
|
2021
Q2 | $300K | Buy |
+5,590
| New | +$300K | 0.05% | 295 |
|