Dougherty Wealth Advisers’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 | $31K | Hold |
500
| – | – | 0.02% | 96 |
|
|
2025
Q1 | $29.2K | Hold |
500
| – | – | 0.02% | 96 |
|
|
2024
Q4 | $31.2K | Hold |
500
| – | – | 0.02% | 94 |
|
|
2024
Q3 | $31.2K | Sell |
500
-88
| -15% | -$5.48K | 0.02% | 90 |
|
|
2024
Q2 | $34.4K | Sell |
588
-142
| -19% | -$8.31K | 0.03% | 88 |
|
|
2024
Q1 | $44.3K | Hold |
730
| – | – | 0.04% | 82 |
|
|
2023
Q4 | $40.5K | Hold |
730
| – | – | 0.04% | 93 |
|
|
2023
Q3 | $36.4K | Hold |
730
| – | – | 0.04% | 90 |
|
|
2023
Q2 | $38.2K | Hold |
730
| – | – | 0.05% | 92 |
|
|
2023
Q1 | $36.5K | Hold |
730
| – | – | 0.06% | 93 |
|
|
2022
Q4 | $35.3K | Hold |
730
| – | – | 0.06% | 96 |
|
|
2022
Q3 | $32K | Buy |
+730
| New | +$32K | 0.06% | 94 |
|