Icon 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 | $242K | Buy |
3,896
+176
| +5% | +$10.9K | 0.02% | 343 |
|
|
2025
Q1 | $217K | Sell |
3,720
-4,301
| -54% | -$251K | 0.02% | 334 |
|
|
2024
Q4 | $500K | Buy |
8,021
+2,166
| +37% | +$135K | 0.04% | 216 |
|
|
2024
Q3 | $365K | Buy |
5,855
+2,154
| +58% | +$134K | 0.03% | 257 |
|
|
2024
Q2 | $229K | Sell |
3,701
-816
| -18% | -$50.6K | 0.02% | 316 |
|
|
2024
Q1 | $274K | Buy |
4,517
+1,177
| +35% | +$71.5K | 0.03% | 296 |
|
|
2023
Q4 | $185K | Buy |
+3,340
| New | +$185K | 0.02% | 335 |
|
|
2022
Q4 | – | Sell |
-3,095
| Closed | -$136K | – | 374 |
|
|
2022
Q3 | $136K | Buy |
+3,095
| New | +$136K | 0.02% | 353 |
|