MONECO 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 | $1.83M | Buy |
29,545
+981
| +3% | +$60.8K | 0.17% | 128 |
|
|
2025
Q1 | $1.67M | Sell |
28,564
-6,517
| -19% | -$380K | 0.17% | 128 |
|
|
2024
Q4 | $2.19M | Buy |
35,081
+20,320
| +138% | +$1.27M | 0.23% | 103 |
|
|
2024
Q3 | $920K | Buy |
14,761
+46
| +0.3% | +$2.87K | 0.11% | 165 |
|
|
2024
Q2 | $861K | Buy |
14,715
+192
| +1% | +$11.2K | 0.13% | 162 |
|
|
2024
Q1 | $882K | Buy |
14,523
+1,613
| +12% | +$98K | 0.14% | 164 |
|
|
2023
Q4 | $716K | Sell |
12,910
-1,650
| -11% | -$91.5K | 0.14% | 175 |
|
|
2023
Q3 | $726K | Buy |
14,560
+1,945
| +15% | +$97K | 0.2% | 126 |
|
|
2023
Q2 | $660K | Buy |
12,615
+775
| +7% | +$40.5K | 0.18% | 137 |
|
|
2023
Q1 | $592K | Sell |
11,840
-1,050
| -8% | -$52.5K | 0.17% | 139 |
|
|
2022
Q4 | $623K | Sell |
12,890
-1,445
| -10% | -$69.9K | 0.23% | 109 |
|
|
2022
Q3 | $629K | Sell |
14,335
-180
| -1% | -$7.9K | 0.25% | 95 |
|
|
2022
Q2 | $657K | Sell |
14,515
-435
| -3% | -$19.7K | 0.26% | 93 |
|
|
2022
Q1 | $802K | Sell |
14,950
-815
| -5% | -$43.7K | 0.29% | 80 |
|
|
2021
Q4 | $823K | Buy |
15,765
+2,540
| +19% | +$133K | 0.31% | 80 |
|
|
2021
Q3 | $696K | Buy |
13,225
+8,520
| +181% | +$448K | 0.27% | 85 |
|
|
2021
Q2 | $253K | Sell |
4,705
-5
| -0.1% | -$269 | 0.12% | 181 |
|
|
2021
Q1 | $245K | Buy |
+4,710
| New | +$245K | 0.12% | 173 |
|
|
2019
Q2 | – | Sell |
-5,770
| Closed | -$219K | – | 135 |
|
|
2019
Q1 | $219K | Buy |
+5,770
| New | +$219K | 0.18% | 124 |
|