Avondale 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 | $17.4M | Buy |
280,506
+9,635
| +4% | +$598K | 9.72% | 3 |
|
|
2025
Q1 | $15.8M | Buy |
270,871
+15,914
| +6% | +$929K | 9.95% | 2 |
|
|
2024
Q4 | $15.9M | Sell |
254,957
-4,816
| -2% | -$300K | 10.18% | 2 |
|
|
2024
Q3 | $16.2M | Buy |
259,773
+5,950
| +2% | +$371K | 10.52% | 2 |
|
|
2024
Q2 | $14.9M | Sell |
253,823
-3,614
| -1% | -$211K | 10.15% | 2 |
|
|
2024
Q1 | $15.6M | Buy |
257,437
+2,952
| +1% | +$179K | 10.96% | 2 |
|
|
2023
Q4 | $14.1M | Buy |
254,485
+31,600
| +14% | +$1.75M | 11.36% | 2 |
|
|
2023
Q3 | $11.1M | Buy |
222,885
+16,475
| +8% | +$822K | 9.75% | 3 |
|
|
2023
Q2 | $10.8M | Buy |
206,410
+1,880
| +0.9% | +$98.3K | 9.07% | 3 |
|
|
2023
Q1 | $10.2M | Sell |
204,530
-6,795
| -3% | -$340K | 8.83% | 4 |
|
|
2022
Q4 | $10.2M | Buy |
211,325
+15,600
| +8% | +$755K | 8.87% | 3 |
|
|
2022
Q3 | $8.58M | Buy |
195,725
+30,175
| +18% | +$1.32M | 9.36% | 3 |
|
|
2022
Q2 | $7.49M | Buy |
165,550
+20,280
| +14% | +$918K | 8.69% | 4 |
|
|
2022
Q1 | $7.8M | Sell |
145,270
-14,340
| -9% | -$770K | 9.16% | 3 |
|
|
2021
Q4 | $9.04M | Sell |
159,610
-2,935
| -2% | -$166K | 9.15% | 3 |
|
|
2021
Q3 | $8.55M | Sell |
162,545
-4,200
| -3% | -$221K | 8.35% | 4 |
|
|
2021
Q2 | $8.96M | Sell |
166,745
-3,005
| -2% | -$162K | 8.38% | 4 |
|
|
2021
Q1 | $8.84M | Buy |
169,750
+4,525
| +3% | +$236K | 8.7% | 3 |
|
|
2020
Q4 | $7.6M | Sell |
165,225
-15,755
| -9% | -$724K | 8.8% | 6 |
|
|
2020
Q3 | $6.71M | Sell |
180,980
-66,290
| -27% | -$2.46M | 10.15% | 4 |
|
|
2020
Q2 | $8.79M | Sell |
247,270
-2,820
| -1% | -$100K | 12.49% | 2 |
|
|
2020
Q1 | $7.2M | Buy |
250,090
+29,435
| +13% | +$847K | 11.36% | 2 |
|
|
2019
Q4 | $9.08M | Buy |
220,655
+15,400
| +8% | +$634K | 13.32% | 2 |
|
|
2019
Q3 | $7.93M | Sell |
205,255
-90,320
| -31% | -$3.49M | 13.09% | 2 |
|
|
2019
Q2 | $11.5M | Buy |
295,575
+11,140
| +4% | +$433K | 8.45% | 4 |
|
|
2019
Q1 | $10.8M | Sell |
284,435
-75
| -0% | -$2.84K | 8.28% | 4 |
|
|
2018
Q4 | $9.45M | Buy |
284,510
+21,865
| +8% | +$726K | 7.85% | 5 |
|
|
2018
Q3 | $10.6M | Buy |
262,645
+4,710
| +2% | +$190K | 10% | 4 |
|
|
2018
Q2 | $10M | Sell |
257,935
-83,580
| -24% | -$3.26M | 8.33% | 5 |
|
|
2018
Q1 | $12.8M | Buy |
341,515
+5,715
| +2% | +$214K | 10.51% | 5 |
|
|
2017
Q4 | $12.7M | Buy |
+335,800
| New | +$12.7M | 11.16% | 4 |
|