Atlas Private 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 | $309K | Buy |
4,976
+1,364
| +38% | +$84.6K | 0.04% | 158 |
|
|
2025
Q1 | $211K | Sell |
3,612
-279
| -7% | -$16.3K | 0.03% | 176 |
|
|
2024
Q4 | $242K | Buy |
3,891
+4
| +0.1% | +$249 | 0.03% | 148 |
|
|
2024
Q3 | $242K | Sell |
3,887
-398
| -9% | -$24.8K | 0.04% | 141 |
|
|
2024
Q2 | $251K | Buy |
+4,285
| New | +$251K | 0.04% | 135 |
|
|
2024
Q1 | – | Sell |
-4,815
| Closed | -$267K | – | 137 |
|
|
2023
Q4 | $267K | Sell |
4,815
-140
| -3% | -$7.76K | 0.05% | 131 |
|
|
2023
Q3 | $247K | Sell |
4,955
-45
| -0.9% | -$2.25K | 0.05% | 158 |
|
|
2023
Q2 | $262K | Buy |
+5,000
| New | +$262K | 0.05% | 155 |
|
|
2022
Q1 | – | Sell |
-4,540
| Closed | -$257K | – | 147 |
|
|
2021
Q4 | $257K | Sell |
4,540
-2,625
| -37% | -$149K | 0.12% | 127 |
|
|
2021
Q3 | $377K | Sell |
7,165
-475
| -6% | -$25K | 0.2% | 100 |
|
|
2021
Q2 | $411K | Buy |
7,640
+885
| +13% | +$47.6K | 0.22% | 85 |
|
|
2021
Q1 | $352K | Sell |
6,755
-100
| -1% | -$5.21K | 0.2% | 89 |
|
|
2020
Q4 | $315K | Sell |
6,855
-670
| -9% | -$30.8K | 0.21% | 86 |
|
|
2020
Q3 | $279K | Sell |
7,525
-1,665
| -18% | -$61.7K | 0.23% | 82 |
|
|
2020
Q2 | $327K | Buy |
+9,190
| New | +$327K | 0.29% | 78 |
|