Legacy Financial 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 | $374K | Sell |
6,030
-1,712
| -22% | -$106K | 0.06% | 243 |
|
|
2025
Q1 | $452K | Sell |
7,742
-1,694
| -18% | -$98.8K | 0.08% | 212 |
|
|
2024
Q4 | $588K | Sell |
9,436
-2,760
| -23% | -$172K | 0.1% | 171 |
|
|
2024
Q3 | $760K | Sell |
12,196
-900
| -7% | -$56.1K | 0.13% | 134 |
|
|
2024
Q2 | $766K | Sell |
13,096
-35,657
| -73% | -$2.09M | 0.14% | 121 |
|
|
2024
Q1 | $2.96M | Buy |
48,753
+3,873
| +9% | +$235K | 0.53% | 34 |
|
|
2023
Q4 | $2.49M | Buy |
44,880
+5,020
| +13% | +$278K | 0.48% | 34 |
|
|
2023
Q3 | $1.99M | Buy |
39,860
+6,630
| +20% | +$331K | 0.4% | 33 |
|
|
2023
Q2 | $1.74M | Buy |
33,230
+3,135
| +10% | +$164K | 0.32% | 39 |
|
|
2023
Q1 | $1.51M | Buy |
30,095
+2,905
| +11% | +$145K | 0.31% | 41 |
|
|
2022
Q4 | $1.32M | Buy |
27,190
+6,700
| +33% | +$324K | 0.28% | 39 |
|
|
2022
Q3 | $899K | Buy |
20,490
+3,180
| +18% | +$140K | 0.21% | 55 |
|
|
2022
Q2 | $783K | Sell |
17,310
-2,775
| -14% | -$126K | 0.19% | 58 |
|
|
2022
Q1 | $1.08M | Buy |
20,085
+1,865
| +10% | +$100K | 0.24% | 43 |
|
|
2021
Q4 | $1.03M | Buy |
18,220
+85
| +0.5% | +$4.81K | 0.24% | 47 |
|
|
2021
Q3 | $954K | Buy |
18,135
+1,970
| +12% | +$104K | 0.23% | 41 |
|
|
2021
Q2 | $869K | Sell |
16,165
-16,980
| -51% | -$913K | 0.22% | 41 |
|
|
2021
Q1 | $1.73M | Buy |
33,145
+2,765
| +9% | +$144K | 0.47% | 19 |
|
|
2020
Q4 | $1.4M | Sell |
30,380
-1,790
| -6% | -$82.3K | 0.39% | 22 |
|
|
2020
Q3 | $1.19M | Buy |
+32,170
| New | +$1.19M | 0.36% | 23 |
|
|
2020
Q1 | – | Sell |
-48,725
| Closed | -$2.01M | – | 89 |
|
|
2019
Q4 | $2.01M | Buy |
48,725
+1,990
| +4% | +$81.9K | 0.63% | 19 |
|
|
2019
Q3 | $1.81M | Sell |
46,735
-2,150
| -4% | -$83.1K | 0.6% | 18 |
|
|
2019
Q2 | $1.9M | Sell |
48,885
-2,095
| -4% | -$81.4K | 0.67% | 16 |
|
|
2019
Q1 | $1.93M | Buy |
50,980
+17,650
| +53% | +$669K | 0.65% | 16 |
|
|
2018
Q4 | $1.11M | Sell |
33,330
-13,115
| -28% | -$436K | 0.43% | 25 |
|
|
2018
Q3 | $1.87M | Sell |
46,445
-15,560
| -25% | -$626K | 0.68% | 15 |
|
|
2018
Q2 | $2.47M | Buy |
62,005
+8,365
| +16% | +$333K | 0.94% | 12 |
|
|
2018
Q1 | $2.02M | Sell |
53,640
-1,995
| -4% | -$75K | 0.8% | 14 |
|
|
2017
Q4 | $2.11M | Buy |
+55,635
| New | +$2.11M | 0.87% | 14 |
|