Avaii 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 | $8.6M | Sell |
138,618
-27,219
| -16% | -$1.69M | 3.82% | 6 |
|
|
2025
Q1 | $9.68M | Buy |
165,837
+160,077
| +2,779% | +$9.34M | 5.17% | 4 |
|
|
2024
Q4 | $359K | Hold |
5,760
| – | – | 0.18% | 77 |
|
|
2024
Q3 | $359K | Hold |
5,760
| – | – | 0.18% | 79 |
|
|
2024
Q2 | $337K | Hold |
5,760
| – | – | 0.19% | 96 |
|
|
2024
Q1 | $350K | Hold |
5,760
| – | – | 0.21% | 90 |
|
|
2023
Q4 | $319K | Sell |
5,760
-355
| -6% | -$19.7K | 0.21% | 101 |
|
|
2023
Q3 | $305K | Sell |
6,115
-160
| -3% | -$7.98K | 0.23% | 92 |
|
|
2023
Q2 | $328K | Hold |
6,275
| – | – | 0.25% | 85 |
|
|
2023
Q1 | $314K | Sell |
6,275
-185
| -3% | -$9.26K | 0.27% | 89 |
|
|
2022
Q4 | $312K | Sell |
6,460
-115
| -2% | -$5.56K | 0.28% | 87 |
|
|
2022
Q3 | $288K | Buy |
6,575
+290
| +5% | +$12.7K | 0.3% | 79 |
|
|
2022
Q2 | $284K | Sell |
6,285
-280
| -4% | -$12.7K | 0.3% | 72 |
|
|
2022
Q1 | $353K | Hold |
6,565
| – | – | 0.33% | 62 |
|
|
2021
Q4 | $372K | Buy |
+6,565
| New | +$372K | 0.37% | 60 |
|