Financial Synergies Wealth 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 | $966K | Buy |
15,581
+40
| +0.3% | +$2.48K | 0.11% | 51 |
|
|
2025
Q1 | $907K | Sell |
15,541
-369
| -2% | -$21.5K | 0.11% | 45 |
|
|
2024
Q4 | $991K | Sell |
15,910
-1,491
| -9% | -$92.9K | 0.12% | 41 |
|
|
2024
Q3 | $1.08M | Sell |
17,401
-11,131
| -39% | -$694K | 0.13% | 40 |
|
|
2024
Q2 | $1.67M | Buy |
28,532
+47
| +0.2% | +$2.75K | 0.22% | 34 |
|
|
2024
Q1 | $1.73M | Sell |
28,485
-11,790
| -29% | -$716K | 0.23% | 38 |
|
|
2023
Q4 | $1.95M | Buy |
40,275
+11,990
| +42% | +$580K | 0.3% | 32 |
|
|
2023
Q3 | $1.41M | Sell |
28,285
-10,980
| -28% | -$548K | 0.2% | 34 |
|
|
2023
Q2 | $2.05M | Sell |
39,265
-1,155
| -3% | -$60.4K | 0.29% | 31 |
|
|
2023
Q1 | $2.02M | Buy |
40,420
+145
| +0.4% | +$7.26K | 0.3% | 32 |
|
|
2022
Q4 | $1.95M | Buy |
40,275
+260
| +0.6% | +$12.6K | 0.3% | 32 |
|
|
2022
Q3 | $1.75M | Buy |
40,015
+15
| +0% | +$658 | 0.3% | 29 |
|
|
2022
Q2 | $1.81M | Sell |
40,000
-150
| -0.4% | -$6.79K | 0.29% | 27 |
|
|
2022
Q1 | $2.15M | Buy |
40,150
+120
| +0.3% | +$6.44K | 0.34% | 25 |
|
|
2021
Q4 | $2.27M | Buy |
40,030
+215
| +0.5% | +$12.2K | 0.31% | 27 |
|
|
2021
Q3 | $2.09M | Buy |
39,815
+755
| +2% | +$39.7K | 0.29% | 26 |
|
|
2021
Q2 | $2.1M | Buy |
39,060
+775
| +2% | +$41.7K | 0.29% | 26 |
|
|
2021
Q1 | $1.99M | Sell |
38,285
-1,390
| -4% | -$72.4K | 0.29% | 26 |
|
|
2020
Q4 | $1.82M | Sell |
39,675
-1,695
| -4% | -$77.9K | 0.28% | 27 |
|
|
2020
Q3 | $1.53M | Sell |
41,370
-8,030
| -16% | -$298K | 0.39% | 31 |
|
|
2020
Q2 | $1.76M | Buy |
49,400
+9,365
| +23% | +$333K | 0.6% | 22 |
|
|
2020
Q1 | $1.15M | Buy |
40,035
+95
| +0.2% | +$2.73K | 0.66% | 17 |
|
|
2019
Q4 | $1.64M | Buy |
39,940
+320
| +0.8% | +$13.2K | 0.74% | 15 |
|
|
2019
Q3 | $1.53M | Hold |
39,620
| – | – | 0.75% | 12 |
|
|
2019
Q2 | $1.54M | Buy |
39,620
+230
| +0.6% | +$8.94K | 0.77% | 12 |
|
|
2019
Q1 | $1.49M | Buy |
+39,390
| New | +$1.49M | 0.79% | 12 |
|