Benchmark Financial Wealth Advisors’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 | $3.56M | Buy |
57,321
+332
| +0.6% | +$20.6K | 1.18% | 23 |
|
|
2025
Q1 | $3.33M | Sell |
56,989
-11,293
| -17% | -$659K | 1.26% | 22 |
|
|
2024
Q4 | $4.25M | Sell |
68,282
-696
| -1% | -$43.4K | 1.36% | 19 |
|
|
2024
Q3 | $4.3M | Sell |
68,978
-2,425
| -3% | -$151K | 1.43% | 18 |
|
|
2024
Q2 | $4.18M | Sell |
71,403
-2,104
| -3% | -$123K | 1.55% | 17 |
|
|
2024
Q1 | $4.46M | Sell |
73,507
-6,323
| -8% | -$384K | 1.71% | 16 |
|
|
2023
Q4 | $4.43M | Buy |
79,830
+1,965
| +3% | +$109K | 1.91% | 14 |
|
|
2023
Q3 | $3.88M | Buy |
77,865
+250
| +0.3% | +$12.5K | 1.83% | 12 |
|
|
2023
Q2 | $4.06M | Sell |
77,615
-2,260
| -3% | -$118K | 1.88% | 13 |
|
|
2023
Q1 | $4M | Sell |
79,875
-2,635
| -3% | -$132K | 2.05% | 13 |
|
|
2022
Q4 | $3.99M | Buy |
82,510
+6,120
| +8% | +$296K | 2.17% | 15 |
|
|
2022
Q3 | $3.35M | Buy |
76,390
+3,420
| +5% | +$150K | 1.97% | 16 |
|
|
2022
Q2 | $3.3M | Sell |
72,970
-315
| -0.4% | -$14.3K | 1.69% | 19 |
|
|
2022
Q1 | $3.93M | Sell |
73,285
-1,485
| -2% | -$79.7K | 1.67% | 18 |
|
|
2021
Q4 | $4.23M | Sell |
74,770
-2,945
| -4% | -$167K | 1.77% | 16 |
|
|
2021
Q3 | $4.09M | Buy |
77,715
+600
| +0.8% | +$31.6K | 1.94% | 16 |
|
|
2021
Q2 | $4.15M | Buy |
77,115
+940
| +1% | +$50.5K | 1.98% | 15 |
|
|
2021
Q1 | $3.97M | Sell |
76,175
-9,610
| -11% | -$500K | 2.16% | 15 |
|
|
2020
Q4 | $3.94M | Sell |
85,785
-2,385
| -3% | -$110K | 2.17% | 15 |
|
|
2020
Q3 | $3.27M | Sell |
88,170
-5,840
| -6% | -$216K | 2.11% | 15 |
|
|
2020
Q2 | $3.34M | Sell |
94,010
-101,920
| -52% | -$3.62M | 2.46% | 15 |
|
|
2020
Q1 | $5.64M | Buy |
195,930
+9,495
| +5% | +$273K | 5.67% | 5 |
|
|
2019
Q4 | $7.67M | Buy |
186,435
+19,260
| +12% | +$793K | 6.35% | 5 |
|
|
2019
Q3 | $6.46M | Buy |
167,175
+13,895
| +9% | +$537K | 6.33% | 5 |
|
|
2019
Q2 | $5.96M | Buy |
153,280
+21,805
| +17% | +$847K | 5.81% | 5 |
|
|
2019
Q1 | $4.98M | Buy |
131,475
+20,310
| +18% | +$769K | 5.2% | 5 |
|
|
2018
Q4 | $3.69M | Buy |
111,165
+14,365
| +15% | +$477K | 4.58% | 6 |
|
|
2018
Q3 | $3.9M | Buy |
+96,800
| New | +$3.9M | 4.84% | 6 |
|