Atlas Private Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
2025
Q1
$211K Sell
2024
Q4
$242K Buy
2024
Q3
$242K Sell
2024
Q2
$251K Buy
2024
Q1
Sell
2023
Q4
$267K Sell
2023
Q3
$247K Sell
2023
Q2
$262K Buy
2022
Q1
Sell
2021
Q4
$257K Sell
2021
Q3
$377K Sell
2021
Q2
$411K Buy
2021
Q1
$352K Sell
2020
Q4
$315K Sell
2020
Q3
$279K Sell
2020
Q2
$327K Buy