Kingswood 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 | $3.61M | Buy |
58,154
+8,080
| +16% | +$501K | 0.28% | 79 |
|
|
2025
Q1 | $2.92M | Sell |
50,074
-13,943
| -22% | -$814K | 0.27% | 89 |
|
|
2024
Q4 | $3.99M | Buy |
64,017
+26,485
| +71% | +$1.65M | 0.3% | 65 |
|
|
2024
Q3 | $2.34M | Buy |
37,532
+8,550
| +30% | +$533K | 0.17% | 139 |
|
|
2024
Q2 | $1.7M | Buy |
28,982
+11,622
| +67% | +$680K | 0.15% | 136 |
|
|
2024
Q1 | $1.05M | Buy |
17,360
+6,605
| +61% | +$401K | 0.12% | 192 |
|
|
2023
Q4 | $596K | Buy |
10,755
+3,285
| +44% | +$182K | 0.07% | 302 |
|
|
2023
Q3 | $373K | Buy |
+7,470
| New | +$373K | 0.06% | 298 |
|