LVW 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 | $485K | Sell |
7,824
-127
| -2% | -$7.88K | 0.05% | 190 |
|
|
2025
Q1 | $464K | Sell |
7,951
-61
| -0.8% | -$3.56K | 0.06% | 182 |
|
|
2024
Q4 | $499K | Buy |
8,012
+2,437
| +44% | +$152K | 0.06% | 186 |
|
|
2024
Q3 | $347K | Buy |
5,575
+400
| +8% | +$24.9K | 0.04% | 221 |
|
|
2024
Q2 | $303K | Buy |
5,175
+1,080
| +26% | +$63.2K | 0.04% | 230 |
|
|
2024
Q1 | $249K | Sell |
4,095
-335
| -8% | -$20.3K | 0.04% | 252 |
|
|
2023
Q4 | $246K | Sell |
4,430
-250
| -5% | -$13.9K | 0.05% | 231 |
|
|
2023
Q3 | $233K | Hold |
4,680
| – | – | 0.05% | 197 |
|
|
2023
Q2 | $245K | Buy |
4,680
+25
| +0.5% | +$1.31K | 0.05% | 178 |
|
|
2023
Q1 | $233K | Hold |
4,655
| – | – | 0.05% | 207 |
|
|
2022
Q4 | $225K | Sell |
4,655
-285
| -6% | -$13.8K | 0.05% | 208 |
|
|
2022
Q3 | $217K | Buy |
+4,940
| New | +$217K | 0.05% | 201 |
|