Elevate Wealth Advisory’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 | $33.5K | Hold |
540
| – | – | 0.02% | 109 |
|
|
2025
Q1 | $31.5K | Hold |
540
| – | – | 0.02% | 105 |
|
|
2024
Q4 | $33.6K | Hold |
540
| – | – | 0.03% | 95 |
|
|
2024
Q3 | $33.7K | Hold |
540
| – | – | 0.03% | 98 |
|
|
2024
Q2 | $31.6K | Hold |
540
| – | – | 0.03% | 92 |
|
|
2024
Q1 | $32.8K | Hold |
540
| – | – | 0.03% | 89 |
|
|
2023
Q4 | $29.9K | Buy |
+540
| New | +$29.9K | 0.03% | 91 |
|