Heartwood 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 | $235K | Sell |
3,791
-100
| -3% | -$6.2K | 0.02% | 170 |
|
|
2025
Q1 | $227K | Buy |
3,891
+431
| +12% | +$25.1K | 0.03% | 166 |
|
|
2024
Q4 | $216K | Hold |
3,460
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $216K | Hold |
3,460
| – | – | 0.02% | 168 |
|
|
2024
Q2 | $202K | Hold |
3,460
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $210K | Sell |
3,460
-290
| -8% | -$17.6K | 0.03% | 155 |
|
|
2023
Q4 | $208K | Buy |
+3,750
| New | +$208K | 0.03% | 140 |
|
|
2023
Q1 | – | Sell |
-4,195
| Closed | -$203K | – | 136 |
|
|
2022
Q4 | $203K | Buy |
+4,195
| New | +$203K | 0.03% | 123 |
|
|
2022
Q3 | – | Sell |
-6,950
| Closed | -$314K | – | 114 |
|
|
2022
Q2 | $314K | Buy |
+6,950
| New | +$314K | 0.05% | 95 |
|