Guardian Wealth Advisors (Minnesota)’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 | $15M | Buy |
241,078
+18,375
| +8% | +$1.14M | 8.85% | 4 |
|
|
2025
Q1 | $13M | Buy |
222,703
+19,876
| +10% | +$1.16M | 8.34% | 4 |
|
|
2024
Q4 | $12.6M | Buy |
202,827
+8,273
| +4% | +$515K | 8.1% | 4 |
|
|
2024
Q3 | $12.1M | Buy |
194,554
+7,991
| +4% | +$498K | 7.49% | 4 |
|
|
2024
Q2 | $10.9M | Buy |
186,563
+3,633
| +2% | +$213K | 7.1% | 6 |
|
|
2024
Q1 | $11.1M | Buy |
182,930
+2,370
| +1% | +$144K | 7.22% | 6 |
|
|
2023
Q4 | $10M | Buy |
180,560
+4,305
| +2% | +$239K | 6.98% | 6 |
|
|
2023
Q3 | $8.79M | Buy |
176,255
+7,950
| +5% | +$396K | 6.73% | 6 |
|
|
2023
Q2 | $8.8M | Buy |
168,305
+7,285
| +5% | +$381K | 6.47% | 6 |
|
|
2023
Q1 | $8.06M | Buy |
161,020
+22,075
| +16% | +$1.1M | 6.31% | 6 |
|
|
2022
Q4 | $6.72M | Buy |
138,945
+14,090
| +11% | +$682K | 5.97% | 6 |
|
|
2022
Q3 | $5.48M | Buy |
124,855
+9,365
| +8% | +$411K | 5.32% | 6 |
|
|
2022
Q2 | $5.23M | Buy |
115,490
+8,370
| +8% | +$379K | 4.81% | 6 |
|
|
2022
Q1 | $5.75M | Buy |
107,120
+6,865
| +7% | +$368K | 4.73% | 7 |
|
|
2021
Q4 | $5.68M | Buy |
100,255
+7,995
| +9% | +$453K | 4.55% | 8 |
|
|
2021
Q3 | $4.85M | Buy |
92,260
+2,195
| +2% | +$115K | 4.32% | 9 |
|
|
2021
Q2 | $4.84M | Buy |
90,065
+405
| +0.5% | +$21.8K | 4.19% | 8 |
|
|
2021
Q1 | $4.67M | Sell |
89,660
-2,395
| -3% | -$125K | 4.32% | 7 |
|
|
2020
Q4 | $4.23M | Buy |
+92,055
| New | +$4.23M | 4.2% | 8 |
|