Evoke Wealth’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 | $2M | Sell |
32,213
-375
| -1% | -$23.3K | 0.05% | 145 |
|
|
2025
Q1 | $1.9M | Buy |
32,588
+240
| +0.7% | +$14K | 0.05% | 138 |
|
|
2024
Q4 | $2.02M | Buy |
32,348
+265
| +0.8% | +$16.5K | 0.06% | 127 |
|
|
2024
Q3 | $2M | Buy |
+32,083
| New | +$2M | 0.05% | 121 |
|
|
2024
Q2 | – | Sell |
-30,713
| Closed | -$1.87M | – | 229 |
|
|
2024
Q1 | $1.87M | Buy |
+30,713
| New | +$1.87M | 0.06% | 119 |
|
|
2023
Q4 | – | Sell |
-131,350
| Closed | -$6.56M | – | 207 |
|
|
2023
Q3 | $6.56M | Buy |
131,350
+107,155
| +443% | +$5.35M | 0.23% | 50 |
|
|
2023
Q2 | $1.27M | Hold |
24,195
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $1.21M | Sell |
24,195
-40
| -0.2% | -$2K | 0.04% | 143 |
|
|
2022
Q4 | $1.17M | Hold |
24,235
| – | – | 0.04% | 146 |
|
|
2022
Q3 | $1.06M | Hold |
24,235
| – | – | 0.04% | 149 |
|
|
2022
Q2 | $1.1M | Hold |
24,235
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $1.3M | Sell |
24,235
-255
| -1% | -$13.7K | 0.04% | 151 |
|
|
2021
Q4 | $1.39M | Buy |
24,490
+1,875
| +8% | +$106K | 0.04% | 147 |
|
|
2021
Q3 | $1.19M | Sell |
22,615
-1,190
| -5% | -$62.6K | 0.04% | 157 |
|
|
2021
Q2 | $1.28M | Buy |
23,805
+1,190
| +5% | +$63.9K | 0.05% | 154 |
|
|
2021
Q1 | $1.18M | Buy |
22,615
+13,470
| +147% | +$701K | 0.05% | 143 |
|
|
2020
Q4 | $420K | Buy |
9,145
+1,660
| +22% | +$76.2K | 0.03% | 163 |
|
|
2020
Q3 | $277K | Sell |
7,485
-450
| -6% | -$16.7K | 0.02% | 180 |
|
|
2020
Q2 | $282K | Hold |
7,935
| – | – | 0.03% | 161 |
|
|
2020
Q1 | $228K | Buy |
+7,935
| New | +$228K | 0.03% | 166 |
|
|
2019
Q4 | – | Sell |
-52,325
| Closed | -$2.02M | – | 1330 |
|
|
2019
Q3 | $2.02M | Buy |
+52,325
| New | +$2.02M | 0.25% | 56 |
|