International Private 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 | $1.45M | Sell |
23,356
-1,026
| -4% | -$63.6K | 1.24% | 20 |
|
2025
Q1 | $1.42M | Buy |
24,382
+886
| +4% | +$51.7K | 1.36% | 18 |
|
2024
Q4 | $1.46M | Buy |
23,496
+13,762
| +141% | +$857K | 1.46% | 14 |
|
2024
Q3 | $607K | Buy |
9,734
+26
| +0.3% | +$1.62K | 0.89% | 23 |
|
2024
Q2 | $568K | Sell |
9,708
-874
| -8% | -$51.1K | 0.96% | 22 |
|
2024
Q1 | $643K | Sell |
10,582
-46,023
| -81% | -$2.8M | 1.24% | 13 |
|
2023
Q4 | $3.14M | Buy |
+56,605
| New | +$3.14M | 3.1% | 8 |
|