Atria Wealth Solutions’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 | $16.6M | Sell |
264,304
-410,133
| -61% | -$25.8M | 0.38% | 54 |
|
|
2025
Q1 | $39.4M | Sell |
674,437
-5,508
| -0.8% | -$321K | 0.47% | 35 |
|
|
2024
Q4 | $42.4M | Buy |
679,945
+12,647
| +2% | +$788K | 0.46% | 34 |
|
|
2024
Q3 | $41.6M | Buy |
667,298
+5,857
| +0.9% | +$365K | 0.45% | 35 |
|
|
2024
Q2 | $38.7M | Buy |
661,441
+35,426
| +6% | +$2.07M | 0.43% | 37 |
|
|
2024
Q1 | $38M | Buy |
626,015
+28,785
| +5% | +$1.75M | 0.43% | 35 |
|
|
2023
Q4 | $33.1M | Sell |
597,230
-43,380
| -7% | -$2.4M | 0.41% | 40 |
|
|
2023
Q3 | $32M | Buy |
640,610
+82,570
| +15% | +$4.13M | 0.45% | 36 |
|
|
2023
Q2 | $29.2M | Sell |
558,040
-10,240
| -2% | -$536K | 0.4% | 40 |
|
|
2023
Q1 | $28.4M | Sell |
568,280
-26,990
| -5% | -$1.35M | 0.42% | 41 |
|
|
2022
Q4 | $28.8M | Buy |
595,270
+35,540
| +6% | +$1.72M | 0.46% | 32 |
|
|
2022
Q3 | $24.5M | Buy |
559,730
+79,790
| +17% | +$3.5M | 0.42% | 42 |
|
|
2022
Q2 | $21.7M | Sell |
479,940
-35,205
| -7% | -$1.59M | 0.41% | 47 |
|
|
2022
Q1 | $27.6M | Buy |
+515,145
| New | +$27.6M | 0.46% | 31 |
|