Pacific Capital 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
Q1 | – | Sell |
-250
| Closed | -$15.6K | – | 215 |
|
|
2024
Q4 | $15.6K | Hold |
250
| – | – | ﹤0.01% | 239 |
|
|
2024
Q3 | $15.6K | Hold |
250
| – | – | ﹤0.01% | 259 |
|
|
2024
Q2 | $14.6K | Hold |
250
| – | – | ﹤0.01% | 271 |
|
|
2024
Q1 | $15.2K | Hold |
250
| – | – | ﹤0.01% | 206 |
|
|
2023
Q4 | $13.9K | Buy |
+250
| New | +$13.9K | ﹤0.01% | 211 |
|
|
2020
Q4 | – | Sell |
-390
| Closed | -$14K | – | 116 |
|
|
2020
Q3 | $14K | Buy |
+390
| New | +$14K | 0.01% | 158 |
|