Kingsview Wealth Management’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 | $9.19M | Buy |
148,218
+11,878
| +9% | +$737K | 0.16% | 136 |
|
|
2025
Q1 | $7.96M | Sell |
136,340
-8,627
| -6% | -$503K | 0.15% | 152 |
|
|
2024
Q4 | $9.03M | Buy |
144,967
+7,944
| +6% | +$495K | 0.18% | 121 |
|
|
2024
Q3 | $8.54M | Buy |
137,023
+8,473
| +7% | +$528K | 0.18% | 121 |
|
|
2024
Q2 | $7.52M | Sell |
128,550
-16,548
| -11% | -$968K | 0.18% | 127 |
|
|
2024
Q1 | $8.81M | Buy |
145,098
+18,723
| +15% | +$1.14M | 0.22% | 97 |
|
|
2023
Q4 | $7M | Sell |
126,375
-36,185
| -22% | -$2.01M | 0.21% | 125 |
|
|
2023
Q3 | $8.11M | Buy |
162,560
+59,645
| +58% | +$2.97M | 0.29% | 78 |
|
|
2023
Q2 | $5.38M | Sell |
102,915
-19,620
| -16% | -$1.03M | 0.21% | 106 |
|
|
2023
Q1 | $6.13M | Buy |
122,535
+8,860
| +8% | +$443K | 0.26% | 87 |
|
|
2022
Q4 | $5.5M | Buy |
113,675
+18,030
| +19% | +$872K | 0.24% | 103 |
|
|
2022
Q3 | $4.19M | Sell |
95,645
-13,055
| -12% | -$572K | 0.2% | 122 |
|
|
2022
Q2 | $4.92M | Sell |
108,700
-22,265
| -17% | -$1.01M | 0.24% | 105 |
|
|
2022
Q1 | $7.03M | Buy |
130,965
+28,665
| +28% | +$1.54M | 0.31% | 75 |
|
|
2021
Q4 | $5.79M | Sell |
102,300
-7,985
| -7% | -$452K | 0.24% | 97 |
|
|
2021
Q3 | $5.8M | Buy |
110,285
+19,555
| +22% | +$1.03M | 0.27% | 83 |
|
|
2021
Q2 | $4.92M | Buy |
90,730
+3,380
| +4% | +$183K | 0.24% | 88 |
|
|
2021
Q1 | $4.61M | Buy |
87,350
+6,365
| +8% | +$336K | 0.26% | 85 |
|
|
2020
Q4 | $3.72M | Sell |
80,985
-35
| -0% | -$1.61K | 0.27% | 88 |
|
|
2020
Q3 | $3M | Sell |
81,020
-5,285
| -6% | -$196K | 0.27% | 90 |
|
|
2020
Q2 | $3.07M | Sell |
86,305
-3,465
| -4% | -$123K | 0.31% | 82 |
|
|
2020
Q1 | $2.58M | Buy |
89,770
+4,610
| +5% | +$133K | 0.35% | 83 |
|
|
2019
Q4 | $3.51M | Buy |
85,160
+20,670
| +32% | +$851K | 0.44% | 70 |
|
|
2019
Q3 | $2.49M | Sell |
64,490
-8,835
| -12% | -$341K | 0.39% | 72 |
|
|
2019
Q2 | $2.85M | Sell |
73,325
-3,260
| -4% | -$127K | 0.48% | 59 |
|
|
2019
Q1 | $2.9M | Buy |
76,585
+28,205
| +58% | +$1.07M | 0.44% | 57 |
|
|
2018
Q4 | $1.61M | Buy |
48,380
+95
| +0.2% | +$3.16K | 0.35% | 89 |
|
|
2018
Q3 | $1.94M | Buy |
48,285
+14,020
| +41% | +$564K | 0.39% | 73 |
|
|
2018
Q2 | $1.34M | Buy |
34,265
+1,410
| +4% | +$54.9K | 0.32% | 104 |
|
|
2018
Q1 | $1.23M | Buy |
32,855
+1,315
| +4% | +$49.4K | 0.31% | 98 |
|
|
2017
Q4 | $1.2M | Buy |
31,540
+4,325
| +16% | +$164K | 0.43% | 61 |
|
|
2017
Q3 | $974K | Buy |
27,215
+4,110
| +18% | +$147K | 0.43% | 68 |
|
|
2017
Q2 | $804K | Buy |
23,105
+3,810
| +20% | +$133K | 0.41% | 76 |
|
|
2017
Q1 | $661K | Buy |
+19,295
| New | +$661K | 0.39% | 87 |
|