Aurora Private Wealth’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 | $503K | Buy |
8,113
+12
| +0.1% | +$744 | 0.37% | 65 |
|
|
2025
Q1 | $473K | Sell |
8,101
-55
| -0.7% | -$3.21K | 0.38% | 69 |
|
|
2024
Q4 | $508K | Sell |
8,156
-199
| -2% | -$12.4K | 0.38% | 69 |
|
|
2024
Q3 | $521K | Sell |
8,355
-903
| -10% | -$56.3K | 0.41% | 65 |
|
|
2024
Q2 | $542K | Buy |
9,258
+13
| +0.1% | +$761 | 0.47% | 59 |
|
|
2024
Q1 | $560K | Buy |
9,245
+220
| +2% | +$13.3K | 0.48% | 59 |
|
|
2023
Q4 | $500K | Sell |
9,025
-1,625
| -15% | -$90K | 0.47% | 56 |
|
|
2023
Q3 | $531K | Buy |
10,650
+5,600
| +111% | +$279K | 0.59% | 48 |
|
|
2023
Q2 | $264K | Buy |
5,050
+15
| +0.3% | +$784 | 0.3% | 94 |
|
|
2023
Q1 | $252K | Buy |
5,035
+20
| +0.4% | +$1K | 0.27% | 115 |
|
|
2022
Q4 | $243K | Sell |
5,015
-860
| -15% | -$41.7K | 0.28% | 113 |
|
|
2022
Q3 | $258K | Hold |
5,875
| – | – | 0.12% | 129 |
|
|
2022
Q2 | $266K | Buy |
5,875
+15
| +0.3% | +$679 | 0.12% | 125 |
|
|
2022
Q1 | $314K | Buy |
5,860
+315
| +6% | +$16.9K | 0.13% | 134 |
|
|
2021
Q4 | $314K | Buy |
5,545
+30
| +0.5% | +$1.7K | 0.14% | 132 |
|
|
2021
Q3 | $290K | Sell |
5,515
-275
| -5% | -$14.5K | 0.12% | 159 |
|
|
2021
Q2 | $311K | Sell |
5,790
-195
| -3% | -$10.5K | 0.12% | 148 |
|
|
2021
Q1 | $311K | Hold |
5,985
| – | – | 0.13% | 150 |
|
|
2020
Q4 | $275K | Buy |
5,985
+80
| +1% | +$3.68K | 0.12% | 163 |
|
|
2020
Q3 | $219K | Sell |
5,905
-65
| -1% | -$2.41K | 0.09% | 169 |
|
|
2020
Q2 | $212K | Sell |
5,970
-2,690
| -31% | -$95.5K | 0.1% | 154 |
|
|
2020
Q1 | $249K | Buy |
8,660
+2,245
| +35% | +$64.6K | 0.09% | 188 |
|
|
2019
Q4 | $264K | Buy |
+6,415
| New | +$264K | 0.09% | 159 |
|