HHM 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 | $659K | Hold |
10,620
| – | – | 0.08% | 91 |
|
|
2025
Q1 | $620K | Sell |
10,620
-3
| -0% | -$175 | 0.08% | 87 |
|
|
2024
Q4 | $662K | Hold |
10,623
| – | – | 0.09% | 86 |
|
|
2024
Q3 | $662K | Hold |
10,623
| – | – | 0.09% | 77 |
|
|
2024
Q2 | $622K | Buy |
10,623
+203
| +2% | +$11.9K | 0.09% | 81 |
|
|
2024
Q1 | $633K | Hold |
10,420
| – | – | 0.1% | 66 |
|
|
2023
Q4 | $578K | Hold |
10,420
| – | – | 0.1% | 70 |
|
|
2023
Q3 | $520K | Hold |
10,420
| – | – | 0.1% | 70 |
|
|
2023
Q2 | $545K | Buy |
10,420
+665
| +7% | +$34.8K | 0.1% | 72 |
|
|
2023
Q1 | $488K | Sell |
9,755
-1,515
| -13% | -$75.8K | 0.1% | 69 |
|
|
2022
Q4 | $545K | Sell |
11,270
-80
| -0.7% | -$3.87K | 0.12% | 64 |
|
|
2022
Q3 | $498K | Hold |
11,350
| – | – | 0.13% | 56 |
|
|
2022
Q2 | $513K | Buy |
11,350
+160
| +1% | +$7.23K | 0.13% | 62 |
|
|
2022
Q1 | $601K | Buy |
11,190
+445
| +4% | +$23.9K | 0.14% | 63 |
|
|
2021
Q4 | $608K | Sell |
10,745
-880
| -8% | -$49.8K | 0.15% | 62 |
|
|
2021
Q3 | $612K | Buy |
11,625
+110
| +1% | +$5.79K | 0.17% | 59 |
|
|
2021
Q2 | $619K | Sell |
11,515
-195
| -2% | -$10.5K | 0.17% | 62 |
|
|
2021
Q1 | $609K | Buy |
11,710
+670
| +6% | +$34.8K | 0.19% | 52 |
|
|
2020
Q4 | $507K | Buy |
11,040
+3,885
| +54% | +$178K | 0.17% | 50 |
|
|
2020
Q3 | $265K | Buy |
7,155
+65
| +0.9% | +$2.41K | 0.11% | 70 |
|
|
2020
Q2 | $252K | Buy |
7,090
+40
| +0.6% | +$1.42K | 0.11% | 73 |
|
|
2020
Q1 | $203K | Buy |
7,050
+415
| +6% | +$12K | 0.1% | 77 |
|
|
2019
Q4 | $273K | Sell |
6,635
-315
| -5% | -$13K | 0.13% | 66 |
|
|
2019
Q3 | $269K | Sell |
6,950
-50
| -0.7% | -$1.94K | 0.15% | 64 |
|
|
2019
Q2 | $272K | Sell |
7,000
-300
| -4% | -$11.7K | 0.16% | 56 |
|
|
2019
Q1 | $277K | Sell |
7,300
-260
| -3% | -$9.87K | 0.18% | 50 |
|
|
2018
Q4 | $251K | Buy |
+7,560
| New | +$251K | 0.18% | 47 |
|