CWS Financial 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 | $1.37M | Buy |
22,036
+47
| +0.2% | +$2.92K | 0.4% | 37 |
|
|
2025
Q1 | $1.28M | Sell |
21,989
-36
| -0.2% | -$2.1K | 0.41% | 34 |
|
|
2024
Q4 | $1.37M | Buy |
22,025
+63
| +0.3% | +$3.93K | 0.44% | 30 |
|
|
2024
Q3 | $1.37M | Buy |
21,962
+57
| +0.3% | +$3.55K | 0.48% | 27 |
|
|
2024
Q2 | $1.28M | Buy |
21,905
+1,201
| +6% | +$70.3K | 0.5% | 27 |
|
|
2024
Q1 | $1.26M | Buy |
20,704
+4
| +0% | +$243 | 0.52% | 25 |
|
|
2023
Q4 | $1.15M | Sell |
20,700
-190
| -0.9% | -$10.5K | 0.43% | 33 |
|
|
2023
Q3 | $1.04M | Hold |
20,890
| – | – | 0.42% | 35 |
|
|
2023
Q2 | $1.09M | Sell |
20,890
-285
| -1% | -$14.9K | 0.41% | 32 |
|
|
2023
Q1 | $1.06M | Buy |
21,175
+5,940
| +39% | +$297K | 0.42% | 34 |
|
|
2022
Q4 | $793K | Sell |
15,235
-6,900
| -31% | -$359K | 0.34% | 53 |
|
|
2022
Q3 | $971K | Hold |
22,135
| – | – | 0.46% | 33 |
|
|
2022
Q2 | $1M | Buy |
22,135
+4,450
| +25% | +$201K | 0.46% | 32 |
|
|
2022
Q1 | $949K | Sell |
17,685
-3,055
| -15% | -$164K | 0.36% | 42 |
|
|
2021
Q4 | $1.17M | Buy |
+20,740
| New | +$1.17M | 0.41% | 33 |
|
|
2021
Q2 | $841K | Buy |
15,650
+415
| +3% | +$22.3K | 0.34% | 53 |
|
|
2021
Q1 | $793K | Hold |
15,235
| – | – | 0.34% | 53 |
|
|
2020
Q4 | $700K | Sell |
15,235
-235
| -2% | -$10.8K | 0.41% | 53 |
|
|
2020
Q3 | $573K | Sell |
15,470
-115
| -0.7% | -$4.26K | 0.38% | 56 |
|
|
2020
Q2 | $554K | Buy |
+15,585
| New | +$554K | 0.4% | 54 |
|