Elwood & Goetz Wealth Advisory Group’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 | $1.78M | Buy |
28,676
+5,238
| +22% | +$325K | 0.38% | 27 |
|
|
2025
Q1 | $1.37M | Hold |
23,438
| – | – | 0.33% | 26 |
|
|
2024
Q4 | $1.46M | Hold |
23,438
| – | – | 0.36% | 26 |
|
|
2024
Q3 | $1.46M | Buy |
23,438
+69
| +0.3% | +$4.3K | 0.36% | 24 |
|
|
2024
Q2 | $1.37M | Sell |
23,369
-796
| -3% | -$46.6K | 0.39% | 23 |
|
|
2024
Q1 | $1.47M | Sell |
24,165
-20
| -0.1% | -$1.22K | 0.36% | 31 |
|
|
2023
Q4 | $1.34M | Sell |
24,185
-80
| -0.3% | -$4.43K | 0.28% | 33 |
|
|
2023
Q3 | $1.21M | Sell |
24,265
-250
| -1% | -$12.5K | 0.28% | 35 |
|
|
2023
Q2 | $1.28M | Sell |
24,515
-775
| -3% | -$40.5K | 0.29% | 33 |
|
|
2023
Q1 | $1.27M | Sell |
25,290
-775
| -3% | -$38.8K | 0.3% | 32 |
|
|
2022
Q4 | $1.26M | Buy |
26,065
+4,940
| +23% | +$239K | 0.38% | 28 |
|
|
2022
Q3 | $926K | Sell |
21,125
-610
| -3% | -$26.7K | 0.31% | 31 |
|
|
2022
Q2 | $983K | Buy |
21,735
+6,650
| +44% | +$301K | 0.33% | 30 |
|
|
2022
Q1 | $810K | Sell |
15,085
-420
| -3% | -$22.6K | 0.25% | 28 |
|
|
2021
Q4 | $878K | Buy |
15,505
+1,215
| +9% | +$68.8K | 0.27% | 27 |
|
|
2021
Q3 | $752K | Sell |
14,290
-815
| -5% | -$42.9K | 0.26% | 25 |
|
|
2021
Q2 | $812K | Sell |
15,105
-320
| -2% | -$17.2K | 0.31% | 22 |
|
|
2021
Q1 | $803K | Buy |
15,425
+1,535
| +11% | +$79.9K | 0.33% | 21 |
|
|
2020
Q4 | $638K | Buy |
13,890
+615
| +5% | +$28.2K | 0.29% | 22 |
|
|
2020
Q3 | $492K | Buy |
13,275
+505
| +4% | +$18.7K | 0.27% | 23 |
|
|
2020
Q2 | $454K | Buy |
+12,770
| New | +$454K | 0.28% | 22 |
|