Atticus Wealth Management’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 | $1.97M | Sell |
31,701
-6,319
| -17% | -$392K | 0.53% | 30 |
|
|
2025
Q1 | $2.22M | Sell |
38,020
-87,290
| -70% | -$5.09M | 0.72% | 24 |
|
|
2024
Q4 | $7.81M | Buy |
125,310
+3,547
| +3% | +$221K | 2.43% | 9 |
|
|
2024
Q3 | $7.59M | Buy |
121,763
+3,612
| +3% | +$225K | 2.44% | 9 |
|
|
2024
Q2 | $6.91M | Sell |
118,151
-5,496
| -4% | -$322K | 2.26% | 10 |
|
|
2024
Q1 | $7.51M | Buy |
123,647
+5,307
| +4% | +$322K | 2.46% | 8 |
|
|
2023
Q4 | $6.56M | Buy |
118,340
+2,335
| +2% | +$129K | 2.31% | 8 |
|
|
2023
Q3 | $5.79M | Buy |
116,005
+2,435
| +2% | +$121K | 2.22% | 9 |
|
|
2023
Q2 | $5.94M | Sell |
113,570
-4,020
| -3% | -$210K | 2.19% | 9 |
|
|
2023
Q1 | $5.88M | Sell |
117,590
-48,850
| -29% | -$2.44M | 2.25% | 9 |
|
|
2022
Q4 | $8.05M | Buy |
166,440
+7,475
| +5% | +$362K | 3.31% | 4 |
|
|
2022
Q3 | $7.19M | Hold |
158,965
| – | – | 3.48% | 5 |
|
|
2022
Q2 | $7.19M | Buy |
158,965
+12,620
| +9% | +$571K | 2.99% | 5 |
|
|
2022
Q1 | $7.85M | Buy |
146,345
+5,090
| +4% | +$273K | 2.87% | 6 |
|
|
2021
Q4 | $8M | Buy |
141,255
+8,570
| +6% | +$485K | 3.12% | 6 |
|
|
2021
Q3 | $6.98M | Buy |
132,685
+5,410
| +4% | +$285K | 3.06% | 5 |
|
|
2021
Q2 | $6.84M | Buy |
127,275
+15,535
| +14% | +$835K | 2.98% | 7 |
|
|
2021
Q1 | $5.82M | Buy |
111,740
+37,130
| +50% | +$1.93M | 2.77% | 9 |
|
|
2020
Q4 | $3.43M | Buy |
74,610
+26,085
| +54% | +$1.2M | 1.73% | 13 |
|
|
2020
Q3 | $1.8M | Buy |
48,525
+42,275
| +676% | +$1.57M | 1.07% | 21 |
|
|
2020
Q2 | $222K | Sell |
6,250
-74,925
| -92% | -$2.66M | 0.15% | 82 |
|
|
2020
Q1 | $2.34M | Sell |
81,175
-34,770
| -30% | -$1M | 1.88% | 16 |
|
|
2019
Q4 | $4.77M | Buy |
+115,945
| New | +$4.77M | 3.04% | 7 |
|