New Insight 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 | $667K | Sell |
10,753
-177
| -2% | -$11K | 0.27% | 55 |
|
|
2025
Q1 | $638K | Sell |
10,930
-1,049
| -9% | -$61.2K | 0.29% | 50 |
|
|
2024
Q4 | $746K | Buy |
11,979
+54
| +0.5% | +$3.37K | 0.37% | 40 |
|
|
2024
Q3 | $743K | Buy |
11,925
+100
| +0.8% | +$6.23K | 0.39% | 40 |
|
|
2024
Q2 | $692K | Buy |
11,825
+721
| +6% | +$42.2K | 0.41% | 39 |
|
|
2024
Q1 | $674K | Buy |
11,104
+654
| +6% | +$39.7K | 0.42% | 40 |
|
|
2023
Q4 | $579K | Buy |
+10,450
| New | +$579K | 0.39% | 40 |
|