Elevated Capital 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 | $213K | Hold |
3,646
| – | – | 0.06% | 249 |
|
|
2025
Q1 | $213K | Sell |
3,646
-497
| -12% | -$29K | 0.06% | 249 |
|
|
2024
Q4 | $258K | Buy |
4,143
+487
| +13% | +$30.3K | 0.07% | 239 |
|
|
2024
Q3 | $228K | Buy |
3,656
+14
| +0.4% | +$872 | 0.06% | 258 |
|
|
2024
Q2 | $213K | Sell |
3,642
-320
| -8% | -$18.7K | 0.06% | 221 |
|
|
2024
Q1 | $241K | Buy |
3,962
+12
| +0.3% | +$729 | 0.07% | 166 |
|
|
2023
Q4 | $219K | Buy |
+3,950
| New | +$219K | 0.07% | 169 |
|
|
2023
Q3 | – | Sell |
-3,920
| Closed | -$205K | – | 175 |
|
|
2023
Q2 | $205K | Buy |
+3,920
| New | +$205K | 0.07% | 178 |
|