Monograph 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 | $200K | Buy |
+3,231
| New | +$200K | 0.02% | 123 |
|
|
2025
Q1 | – | Sell |
-3,231
| Closed | -$201K | – | 118 |
|
|
2024
Q4 | $201K | Hold |
3,231
| – | – | 0.03% | 111 |
|
|
2024
Q3 | $201K | Buy |
+3,231
| New | +$201K | 0.03% | 104 |
|
|
2024
Q1 | – | Sell |
-5,350
| Closed | -$297K | – | 157 |
|
|
2023
Q4 | $297K | Sell |
5,350
-240
| -4% | -$13.3K | 0.05% | 84 |
|
|
2023
Q3 | $280K | Buy |
5,590
+240
| +4% | +$12K | 0.06% | 99 |
|
|
2023
Q2 | $280K | Hold |
5,350
| – | – | 0.06% | 70 |
|
|
2023
Q1 | $268K | Hold |
5,350
| – | – | 0.06% | 70 |
|
|
2022
Q4 | $259K | Hold |
5,350
| – | – | 0.07% | 79 |
|
|
2022
Q3 | $235K | Hold |
5,350
| – | – | 0.08% | 62 |
|
|
2022
Q2 | $242K | Hold |
5,350
| – | – | 0.07% | 65 |
|
|
2022
Q1 | $287K | Hold |
5,350
| – | – | 0.07% | 69 |
|
|
2021
Q4 | $303K | Buy |
+5,350
| New | +$303K | 0.08% | 68 |
|