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