Meadow Creek 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 | $647K | Sell |
10,429
-2,860
| -22% | -$177K | 0.44% | 46 |
|
|
2025
Q1 | $775K | Sell |
13,289
-4,135
| -24% | -$241K | 0.58% | 41 |
|
|
2024
Q4 | $1.09M | Buy |
17,424
+137
| +0.8% | +$8.54K | 0.78% | 31 |
|
|
2024
Q3 | $1.08M | Buy |
17,287
+1,791
| +12% | +$112K | 0.85% | 29 |
|
|
2024
Q2 | $907K | Sell |
15,496
-44
| -0.3% | -$2.58K | 0.86% | 27 |
|
|
2024
Q1 | $944K | Sell |
15,540
-740
| -5% | -$44.9K | 0.66% | 36 |
|
|
2023
Q4 | $902K | Buy |
+16,280
| New | +$902K | 0.88% | 25 |
|