Delos 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 | $124K | Buy |
+2,000
| New | +$124K | 0.1% | 64 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$10.6K | – | 363 |
|
|
2023
Q3 | $10.6K | Hold |
200
| – | – | 0.01% | 138 |
|
|
2023
Q2 | $10.5K | Hold |
200
| – | – | 0.01% | 135 |
|
|
2023
Q1 | $10K | Hold |
200
| – | – | 0.01% | 132 |
|
|
2022
Q4 | $9.68K | Hold |
200
| – | – | 0.01% | 135 |
|
|
2022
Q3 | $9K | Hold |
200
| – | – | 0.01% | 141 |
|
|
2022
Q2 | $9K | Hold |
200
| – | – | 0.01% | 143 |
|
|
2022
Q1 | $11K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2021
Q4 | $11K | Buy |
+200
| New | +$11K | 0.01% | 200 |
|