Moss Adams 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 | $395K | Sell |
6,365
-58
| -0.9% | -$3.6K | 0.04% | 154 |
|
|
2025
Q1 | $375K | Buy |
6,423
+1,828
| +40% | +$107K | 0.04% | 143 |
|
|
2024
Q4 | $286K | Hold |
4,595
| – | – | 0.03% | 152 |
|
|
2024
Q3 | $286K | Buy |
+4,595
| New | +$286K | 0.03% | 151 |
|
|
2023
Q4 | – | Sell |
-455
| Closed | -$22.8K | – | 144 |
|
|
2023
Q3 | $22.8K | Hold |
455
| – | – | 0.01% | 131 |
|
|
2023
Q2 | $23.8K | Sell |
455
-210
| -32% | -$11K | 0.01% | 118 |
|
|
2023
Q1 | $33.3K | Buy |
665
+210
| +46% | +$10.5K | 0.01% | 119 |
|
|
2022
Q4 | $22K | Buy |
+455
| New | +$22K | 0.01% | 138 |
|