FSC 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 | $2.11M | Buy |
34,032
+1,985
| +6% | +$123K | 1.33% | 23 |
|
|
2025
Q1 | $1.87M | Buy |
32,047
+5,500
| +21% | +$321K | 1.23% | 21 |
|
|
2024
Q4 | $1.65M | Buy |
26,547
+5,338
| +25% | +$333K | 1.06% | 22 |
|
|
2024
Q3 | $1.32M | Buy |
21,209
+2,948
| +16% | +$184K | 0.95% | 24 |
|
|
2024
Q2 | $1.07M | Buy |
18,261
+6,191
| +51% | +$362K | 0.79% | 21 |
|
|
2024
Q1 | $733K | Buy |
12,070
+3,850
| +47% | +$234K | 0.52% | 24 |
|
|
2023
Q4 | $456K | Buy |
8,220
+1,410
| +21% | +$78.1K | 0.33% | 36 |
|
|
2023
Q3 | $340K | Buy |
6,810
+430
| +7% | +$21.4K | 0.35% | 22 |
|
|
2023
Q2 | $334K | Buy |
6,380
+1,510
| +31% | +$79K | 0.3% | 22 |
|
|
2023
Q1 | $244K | Sell |
4,870
-425
| -8% | -$21.3K | 0.39% | 16 |
|
|
2022
Q4 | $256K | Sell |
5,295
-35
| -0.7% | -$1.69K | 0.44% | 17 |
|
|
2022
Q3 | $234K | Buy |
5,330
+1,300
| +32% | +$57.1K | 2.25% | 12 |
|
|
2022
Q2 | $182K | Buy |
4,030
+140
| +4% | +$6.32K | 1.61% | 13 |
|
|
2022
Q1 | $209K | Buy |
3,890
+65
| +2% | +$3.49K | 0.2% | 23 |
|
|
2021
Q4 | $216K | Buy |
+3,825
| New | +$216K | 0.15% | 34 |
|