Capital Advisors Wealth Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $846K | Sell |
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|
2025
Q2 | $857K | Sell |
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|
2025
Q1 | $813K | Sell |
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|
2024
Q4 | $871K | Sell |
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|
2024
Q3 | $932K | Sell |
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|
2024
Q2 | $974K | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $946K | Sell |
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|
2023
Q3 | $891K | Hold |
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|
2023
Q2 | $935K | Sell |
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|
2023
Q1 | $898K | Buy |
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|
2022
Q4 | $866K | Sell |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $946K | Sell |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $1.4M | Sell |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.4M | Buy |
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