Foster Victor 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 | $648K | Buy |
10,186
+5,754
| +130% | +$366K | 0.04% | 128 |
|
|
2025
Q1 | $241K | Sell |
4,432
-4
| -0.1% | -$218 | 0.02% | 173 |
|
|
2024
Q4 | $287K | Sell |
4,436
-2,570
| -37% | -$166K | 0.02% | 159 |
|
|
2024
Q3 | $437K | Buy |
7,006
+1,017
| +17% | +$63.4K | 0.04% | 137 |
|
|
2024
Q2 | $373K | Buy |
5,989
+2,334
| +64% | +$145K | 0.03% | 141 |
|
|
2024
Q1 | $215K | Sell |
3,655
-270
| -7% | -$15.9K | 0.02% | 164 |
|
|
2023
Q4 | $215K | Buy |
+3,925
| New | +$215K | 0.02% | 158 |
|
|
2023
Q3 | – | Sell |
-3,940
| Closed | -$205K | – | 165 |
|
|
2023
Q2 | $205K | Buy |
+3,940
| New | +$205K | 0.02% | 152 |
|
|
2023
Q1 | – | Sell |
-4,310
| Closed | -$214K | – | 166 |
|
|
2022
Q4 | $214K | Sell |
4,310
-1,490
| -26% | -$73.9K | 0.03% | 144 |
|
|
2022
Q3 | $269K | Buy |
5,800
+1,340
| +30% | +$62.1K | 0.04% | 122 |
|
|
2022
Q2 | $203K | Buy |
+4,460
| New | +$203K | 0.03% | 128 |
|