Clarity 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 | $15.7M | Buy |
253,595
+3,925
| +2% | +$243K | 3.88% | 7 |
|
|
2025
Q1 | $14.6M | Buy |
249,670
+4,598
| +2% | +$268K | 4.04% | 6 |
|
|
2024
Q4 | $15.3M | Buy |
245,072
+12,018
| +5% | +$749K | 4.16% | 6 |
|
|
2024
Q3 | $14.5M | Buy |
233,054
+10,483
| +5% | +$653K | 4.22% | 6 |
|
|
2024
Q2 | $13M | Sell |
222,571
-494
| -0.2% | -$28.9K | 4.21% | 6 |
|
|
2024
Q1 | $13.5M | Buy |
223,065
+6,375
| +3% | +$387K | 4.58% | 6 |
|
|
2023
Q4 | $12M | Buy |
216,690
+9,785
| +5% | +$542K | 4.54% | 6 |
|
|
2023
Q3 | $10.3M | Buy |
206,905
+2,000
| +1% | +$99.7K | 4.68% | 6 |
|
|
2023
Q2 | $10.7M | Buy |
204,905
+2,540
| +1% | +$133K | 4.81% | 6 |
|
|
2023
Q1 | $10.1M | Buy |
202,365
+5,565
| +3% | +$278K | 5.16% | 6 |
|
|
2022
Q4 | $9.52M | Buy |
196,800
+3,260
| +2% | +$158K | 5.48% | 6 |
|
|
2022
Q3 | $8.49M | Buy |
193,540
+1,350
| +0.7% | +$59.2K | 5.11% | 6 |
|
|
2022
Q2 | $8.7M | Buy |
192,190
+6,070
| +3% | +$275K | 4.97% | 7 |
|
|
2022
Q1 | $9.99M | Buy |
186,120
+4,970
| +3% | +$267K | 4.74% | 7 |
|
|
2021
Q4 | $10.3M | Buy |
181,150
+2,040
| +1% | +$115K | 4.77% | 7 |
|
|
2021
Q3 | $9.42M | Buy |
179,110
+5,245
| +3% | +$276K | 4.64% | 8 |
|
|
2021
Q2 | $9.34M | Buy |
173,865
+5,410
| +3% | +$291K | 4.85% | 7 |
|
|
2021
Q1 | $8.77M | Buy |
168,455
+1,750
| +1% | +$91.1K | 5% | 6 |
|
|
2020
Q4 | $7.66M | Buy |
166,705
+225
| +0.1% | +$10.3K | 4.64% | 6 |
|
|
2020
Q3 | $6.17M | Sell |
166,480
-1,895
| -1% | -$70.2K | 4.43% | 6 |
|
|
2020
Q2 | $5.99M | Sell |
168,375
-1,000
| -0.6% | -$35.6K | 4.72% | 5 |
|
|
2020
Q1 | $4.87M | Buy |
169,375
+735
| +0.4% | +$21.1K | 5.07% | 4 |
|
|
2019
Q4 | $6.94M | Buy |
+168,640
| New | +$6.94M | 5.84% | 4 |
|