Guardian Wealth Advisors (North Carolina)’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 | $1.63M | Buy |
26,221
+28
| +0.1% | +$1.74K | 0.11% | 103 |
|
|
2025
Q1 | $1.53M | Sell |
26,193
-1,760
| -6% | -$103K | 0.12% | 101 |
|
|
2024
Q4 | $1.74M | Buy |
27,953
+18,444
| +194% | +$1.15M | 0.14% | 95 |
|
|
2024
Q3 | $593K | Sell |
9,509
-275
| -3% | -$17.1K | 0.06% | 145 |
|
|
2024
Q2 | $573K | Sell |
9,784
-56
| -0.6% | -$3.28K | 0.07% | 136 |
|
|
2024
Q1 | $598K | Buy |
9,840
+20
| +0.2% | +$1.22K | 0.07% | 136 |
|
|
2023
Q4 | $544K | Buy |
9,820
+45
| +0.5% | +$2.5K | 0.08% | 125 |
|
|
2023
Q3 | $490K | Hold |
9,775
| – | – | 0.08% | 124 |
|
|
2023
Q2 | $511K | Buy |
9,775
+595
| +6% | +$31.1K | 0.09% | 122 |
|
|
2023
Q1 | $459K | Buy |
9,180
+25
| +0.3% | +$1.25K | 0.08% | 128 |
|
|
2022
Q4 | $443K | Sell |
9,155
-945
| -9% | -$45.7K | 0.09% | 120 |
|
|
2022
Q3 | $443K | Sell |
10,100
-1,010
| -9% | -$44.3K | 0.08% | 113 |
|
|
2022
Q2 | $503K | Buy |
11,110
+2,850
| +35% | +$129K | 0.09% | 107 |
|
|
2022
Q1 | $443K | Buy |
8,260
+20
| +0.2% | +$1.07K | 0.19% | 93 |
|
|
2021
Q4 | $467K | Buy |
+8,240
| New | +$467K | 0.2% | 93 |
|