Long Run 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 | $2.03M | Buy |
32,699
+91
| +0.3% | +$5.64K | 0.43% | 43 |
|
|
2025
Q1 | $1.9M | Buy |
32,608
+2,318
| +8% | +$135K | 0.43% | 44 |
|
|
2024
Q4 | $1.89M | Sell |
30,290
-458
| -1% | -$28.5K | 0.45% | 47 |
|
|
2024
Q3 | $1.92M | Buy |
30,748
+3,253
| +12% | +$203K | 0.45% | 48 |
|
|
2024
Q2 | $1.61M | Buy |
27,495
+4,720
| +21% | +$276K | 0.41% | 50 |
|
|
2024
Q1 | $1.38M | Hold |
22,775
| – | – | 0.36% | 52 |
|
|
2023
Q4 | $1.26M | Sell |
22,775
-715
| -3% | -$39.6K | 0.36% | 52 |
|
|
2023
Q3 | $1.17M | Sell |
23,490
-35
| -0.1% | -$1.75K | 0.38% | 50 |
|
|
2023
Q2 | $1.23M | Hold |
23,525
| – | – | 0.39% | 50 |
|
|
2023
Q1 | $1.18M | Hold |
23,525
| – | – | 0.4% | 57 |
|
|
2022
Q4 | $1.14M | Sell |
23,525
-375
| -2% | -$18.1K | 0.41% | 59 |
|
|
2022
Q3 | $1.05M | Sell |
23,900
-195
| -0.8% | -$8.55K | 0.42% | 59 |
|
|
2022
Q2 | $1.09M | Buy |
24,095
+2,820
| +13% | +$128K | 0.42% | 51 |
|
|
2022
Q1 | $1.14M | Buy |
21,275
+1,165
| +6% | +$62.5K | 0.4% | 54 |
|
|
2021
Q4 | $1.14M | Buy |
+20,110
| New | +$1.14M | 0.4% | 56 |
|