Lowe Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Lowe Wealth Advisors’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$84.4K	Hold	1,361	–	–	0.03%	107
2025 Q1	$79.4K	Hold	1,361	–	–	0.03%	103
2024 Q4	$84.8K	Buy	1,361 +30	+2%	+$1.87K	0.04%	96
2024 Q3	$82.9K	Hold	1,331	–	–	0.04%	92
2024 Q2	$77.9K	Buy	1,331 +1,226	+1,168%	+$71.7K	0.04%	93
2024 Q1	$6.38K	Buy	105 +35	+50%	+$2.13K	﹤0.01%	238
2023 Q4	$3.88K	Hold	70	–	–	﹤0.01%	259
2023 Q3	$3.49K	Hold	70	–	–	﹤0.01%	252
2023 Q2	$3.66K	Hold	70	–	–	﹤0.01%	280
2023 Q1	$3.5K	Hold	70	–	–	﹤0.01%	273
2022 Q4	$3.39K	Hold	70	–	–	﹤0.01%	279
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	276
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	264
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	258
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	240
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	228
2021 Q2	$4K	Hold	70	–	–	﹤0.01%	222
2021 Q1	$4K	Sell	70 -15	-18%	-$857	﹤0.01%	217
2020 Q4	$4K	Hold	85	–	–	﹤0.01%	211
2020 Q3	$3K	Hold	85	–	–	﹤0.01%	219
2020 Q2	$3K	Hold	85	–	–	﹤0.01%	209
2020 Q1	$2K	Buy	85 +10	+13%	+$235	﹤0.01%	236
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	223
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	215
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	232
2019 Q1	$2K	Hold	75	–	–	﹤0.01%	227
2018 Q4	$2K	Hold	75	–	–	﹤0.01%	213
2018 Q3	$3K	Hold	75	–	–	﹤0.01%	231
2018 Q2	$3K	Hold	75	–	–	﹤0.01%	184
2018 Q1	$3K	Buy	75 +50	+200%	+$2K	﹤0.01%	194
2017 Q4	$1K	Hold	25	–	–	﹤0.01%	231
2017 Q3	$1K	Hold	25	–	–	﹤0.01%	225
2017 Q2	$1K	Hold	25	–	–	﹤0.01%	202
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	204
2016 Q4	$1K	Hold	25	–	–	﹤0.01%	214
2016 Q3	$1K	Hold	25	–	–	﹤0.01%	227
2016 Q2	$1K	Hold	25	–	–	﹤0.01%	232
2016 Q1	$1K	Hold	25	–	–	﹤0.01%	206
2015 Q4	$1K	Hold	25	–	–	﹤0.01%	216
2015 Q3	$1K	Hold	25	–	–	﹤0.01%	212
2015 Q2	$1K	Buy	+25	New	+$1K	﹤0.01%	210