Midland 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 | $1.01M | Sell |
16,302
-2,467
| -13% | -$153K | 0.06% | 75 |
|
2025
Q1 | $1.1M | Buy |
18,769
+2,253
| +14% | +$131K | 0.06% | 73 |
|
2024
Q4 | $1.03M | Sell |
16,516
-1,728
| -9% | -$108K | 0.06% | 80 |
|
2024
Q3 | $1.14M | Sell |
18,244
-4,484
| -20% | -$279K | 0.07% | 77 |
|
2024
Q2 | $1.33M | Buy |
22,728
+575
| +3% | +$33.6K | 0.08% | 67 |
|
2024
Q1 | $1.35M | Buy |
22,153
+4,988
| +29% | +$303K | 0.08% | 67 |
|
2023
Q4 | $951K | Buy |
+17,165
| New | +$951K | 0.07% | 90 |
|